About Poole Locke Associates
Vision Statement
To help today’s generation of retirees and near-retirees achieve their goals with confidence and peace of mind regardless of market conditions.
Mission Statement
We specialize in teaching clients in retirement and approaching retirement how the world of income-generating investment instruments and strategies can be used to help them meet their current financial needs, achieve their long-term financial goals, and avoid common retirement-planning mistakes. Our goal is to help YOU enjoy a lifetime of greater financial stability.
- Skilled & Highly Trained
Our Team
James F. Locke Jr.
- Financial Advisor
Christina Mahoney
- Operations Officer
Fran Walsh
- Client Service Representative
Erin Yake
- Marketing Coordinator
Britney Merrill
- IAR
Leah McGinty
- Marketing Coordinator
What It’s Like Working At Poole Locke Associates