Warren Lackey, Financial Advisor

Focus Areas

  • Entrepreneurs & Business Owners
  • Healthcare Professionals
  • Wealth Strategies
  • Insurance & Annuities
  • Business Retirement Plans
  • Estate & Legacy Strategies

About Warren

For 26 years my career has been dedicated to assisting others in living and thriving in their life’s purpose and passion. Last year my son, Ren, and I merged our 40 years of expertise in building, managing, and protecting clients' wealth to further this vision. We have extensive experience working with business owners, physicians, sales professionals, and others enabling them to achieve their financial and life objectives while working, transitioning to retirement, and establishing a financial legacy for others.

Our established process is rooted in building personal relationships and delivering exceptional client service and experiences. Our dedicated branch team members, Cheryl...

Work History

  • Edward JonesDecember 1998 to Current

Education

  • Wake Forest UnivJuris Doctor
  • Wake Forest UnivMBA (Masters of Bus Admin)

Personal Interests

  • Personal Fitness
  • Volunteering
  • Fishing
  • Hunting
  • Farming

Team Members

  • Alison Hicks
    Branch Office Administrator
  • Cheryl Owczarzak
    Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat Closed
Sun Closed

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