Corporate Executives
TAILORED ADVICE
FOR EXECUTIVES
Comprehensive solutions. Integrated execution.
At Lockwood Wealth Management of Steward Partners, we provide corporate executives with more than traditional financial guidance—we deliver a partnership that evolves with them throughout every stage of their careers and business lives.
When you work with our team, you gain access to:
- Executional experience paired with personalized service.
- Deep knowledge of the institutional investor landscape.
- Strategic guidance that goes beyond transactions to address long-term goals.
Backed by the strength and resources of Steward Partners and Raymond James, we combine precision, insight, and proactive service to help corporate leaders make confident decisions.
Our Full-Service Capabilities
We support corporate executives with a comprehensive range of execution and advisory services, including:
- Equity Compensation & Stock Options - Guidance on maximizing value while managing tax implications.
- Retirement & Deferred Compensation Planning - Structuring income strategies to prepare for life after the C-suite.
- Business Succession & Liquidity Planning - Helping you navigate business transitions, sales, or liquidity events.
- Estate & Legacy Planning Strategies - Coordinating with attorneys and tax professionals to protect wealth across generations.
- Philanthropy & Charitable Giving - Designing strategies to align your success with meaningful impact.
Lockwood Wealth Management provides the clarity, resources, and execution you need at every stage of your professional or business journey.
Discover the ways we can help
EXPLORE SERVICES
Help limit tax liabilities via equity exchange funds and unrealized appreciation.
Work to create cash flows by potentially selling call options to receive immediate liquidity.**
Help generate cash from the position through alternatives to an outright sale.
** Selling a call option provides an upfront premium that increases current yield on the stock position. Investors receive immediate liquidity and are hedged to the extent of the premium received, but at a significant downside price risk, and forfeit upside appreciation above the call strike. Options involve unique risks, tax consequences and commission charges and are not suitable for all investors. When appropriate, options should comprise a modest portion of an investor's portfolio. Prior to making any options transactions, investors must receive a copy of the Options Disclosure Document which may be obtained from your financial advisor, from theocc.com/about/publications/character-risks.jsp or by contacting Raymond James at 880 Carillon Parkway, St. Petersburg, FL 33716. Supporting documentation for any claims (including any claims made on behalf of options programs or the options expertise of sales persons), comparison, recommendations, statistics, or other technical data, will be supplied upon request.