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Banking and Lending

FULL-SERVICE BANKING SOLUTIONS

At Lockwood Wealth Management of Steward Partners, we believe a complete financial plan goes beyond investments and retirement strategies. By integrating banking solutions, financing options, and cash management tools, we help clients balance today’s needs with tomorrow’s goals—without compromising their long-term strategy.

  • Align assets, liabilities, and cash flow to support both short- and long-term objectives.
  • Access liquidity for unexpected expenses or opportunities.
  • Finance lifestyle upgrades like home renovations, vacation properties, or major purchases.*

  • Tailored lending solutions through Raymond James Bank.
  • Options for vacation homes, investment properties, or business opportunities.
  • Flexible lines of credit designed to preserve long-term financial strategies.*

  • Capital Access Accounts for streamlined online account management.
  • Credit cards aligned with your overall financial plan.
  • Cash sweeps programs to diversify and maximize the efficiency of your cash holdings.

By combining strategic borrowing, thoughtful liquidity planning, and full-service banking solutions, Lockwood Wealth Management helps ensure your money is always working for you—today and for the future.

Learn more by contacting us at 847.999.6481 or emailing [email protected].
*A securities-based line of credit may not be suitable for all clients. The proceeds from a Securities based Line of Credit cannot be used to purchase or carry margin securities. Borrowing on securities based lending products and using securities as collateral may involve a high degree of risk. Market conditions can magnify any potential for loss. If the market turns against the client, he or she may be required to deposit additional securities and/or cash in the account(s) or pay down the loan. The securities in the pledged account(s) may be sold to meet the collateral call, and the firm can sell the client’s securities without contacting them. The interest rates charged are determined by the market value of pledged assets and Capital Access.

All banking and lending solutions on this page are provided by Raymond James Bank. Raymond James & Associates, Inc. and Raymond James Financial Services, Inc. are affiliated with Raymond James Bank. Steward Partners is a separate entity from Raymond James, Raymond James & Associates, Inc., Raymond James Financial Services, Inc., and Raymond James Bank.