Name | Title | Contact Details |
---|---|---|
Anthony Figueroa |
AVP, Associate Cyber Client Advisor | Profile |
Cole Haney |
Vice President, Team Lead - Cyber Practice at Marsh | Profile |
Andrew Marsh |
CIO | Profile |
Phoebe Cooper |
Vice President - Cyber, Tech and Professional Liability | Profile |
Ray Moylan |
VP - Senior Cyber Claims Advocate | Profile |
Lokken Investment Group, LLC is an independent, wealth management firm in Lewes, Delaware, dedicated to ensuring that our clients enjoy retirement at the beach with peace of mind and financial confidence. Lokken Investment Group, LLC is a Registered Investment Advisor registered with the State of Delaware and the State of Maryland. Led by seasoned investment advisor Jonathan Lokken, CIMA®, Lokken Investment Group, LLC is 100 percent locally owned, with our clients serving as our main constituents. That means our focus is on your financial security, your specific goals and your best interest as we develop an investment strategy and a portfolio that consider your every need.
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