Shawna R. Lockley

Shawna R. Lockley

Senior Registered Client Associate

Shawna Lockley is a Registered Client Associate who has been with Wells Fargo Advisors since 2011. Her previous experience includes 6 years as a Financial Advisor with a small brokerage firm on Martha's Vineyard, focusing on retirement and financial planning. In addition, she worked for 10 years in Community Banking managing all aspects of a retail banking environment.

As a Senior Registered Client Associate, the emphasis is on client service and operations; however, Shawna is also responsible for the coordination and supervision of special projects with a focus on streamlining processes to increase productivity.

Shawna currently holds her Series 7 and 66 securities registrations and insurance licenses. She and her husband, Jonathan, live in Yarmouth Port and enjoy taking long rides on their Harley-Davidson motorcycle or playing golf.

Phone (800) 780-6328