William Locke

William Locke is an accomplished professional with diverse experience in military, financial services, and coaching. Currently serving as a Platoon Leader in the Army National Guard since March 2022, William oversees the health, welfare, and safety of a Combat Engineer Platoon. Previously, as a Senior Associate at BKA Private Wealth Consultants, expertise in advanced planning strategies, including estate, business succession, and charitable planning, was demonstrated while assisting Financial Advisors in wealth management. Additional experience includes mentoring young athletes as a Lacrosse Coach with 3d Lacrosse, and analytical roles at BNY Mellon Wealth Management. William holds a Bachelor's Degree in Spanish Studies and Literature from Hobart and William Smith Colleges and is a graduate of Portsmouth Abbey School.