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Robert Lockery

Director-Corporate Retirement Plans at Coastline Wealth Management
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About Robert Lockery

Robert Lockery is Director-Corporate Retirement Plans of Coastline Wealth Management based in 414 Main Street Port Jefferson, New York 11777, US. Coastline Wealth Management is a Finance, Funds and Trusts company in 414 Main Street Port Jefferson, New York 11777, US with 46 employees.

Robert Lockery has 31 years of professional experience, with an average of 6 years per position throughout their career. Their recent employment history shows 0 changes in the past 3 years, with high job stability. they do not have Fortune 500 company experience.

Robert Lockery holds a Bachelor’s Degree degree from Graduate Southern Connecticut State University. Their career does not include experience at a global enterprise, with a base location in Shelton, Connecticut, United States, us.

Robert Lockery Social
Robert Lockery Work
Robert Lockery have been working for 31 years. Currently Robert Lockery is the Director-Corporate Retirement Plans @Coastline Wealth Management, with experience in Director-Corporate Retirement Plans, Director-Corporate Retirement Plans @Ganim Financial
Director-Corporate Retirement Plans
Jan 2021 - Present · 4 years and 4 months
Jan 2016 - Present · 9 years and 4 months
Director-Corporate Retirement Plans
Aug 2016 - Present · 8 years and 9 months
Director-Corporate Retirement Plans
Jan 2016 - Present · 9 years and 4 months
About Robert Lockery's Current Company

Coastline Wealth Management is founded in 2012, operates from its headquarter in 414 Main Street Port Jefferson, New York 11777, US. The company operates in the Finance, Funds and Trusts sector.

Coastline Wealth Management specializes in Individual financial solutions, Strategic financial planning, Adaptation to changing needs and goals, Review and tracking of financial progress, and offers services including Wealth management services, Financial planning solutions, and Strategic financial plans.

Year Founded
2012
Social Media
LinkedinFacebookTwitter
Primary Industry
Finance, Funds and Trusts
HQ Location
414 Main Street Port Jefferson, New York 11777, US
Expertise
Individual financial solutionsStrategic financial planningAdaptation to changing needs and goalsReview and tracking of financial progress
Solutions
Wealth management servicesFinancial planning solutionsStrategic financial plansOngoing financial relationships
Keywords
Financial PlanningInvestment ManagementInsuranceEstate PlanningRetirement Planning
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Robert Lockery Education

Robert Lockery completed at Graduate Southern Connecticut State University (Present) , at Graduate Southern Connecticut State University, Bachelor’s Degree, January 1990 to January 1995 (Present) , etc

Graduate Southern Connecticut State University
Business/Corporate Communications
Present
Graduate Southern Connecticut State University, Bachelor’s Degree, January 1990 to January 1995
Present
Robert Lockery Skills
Team and Leadership
Public Speaking, Employee Benefits, Leadership
Technology and Engineering
Microsoft Excel
Project and Plan Management
Project Management
Other
Insurance, Disability Insurance, Life Insurance, 401 Retirement Savings Plans, Retirement Planning

Robert Lockery Email & Phone number

These email and Phone numbers are the most updated and verified contact information for Robert Lockery found in 2025.

  • Email AddressR**@coastlinewealth.comPersonal Email
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  • Phone Number(xxx)xxx-xxxxPersonal Phone
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