Locke & Associates

5910 North Central Expressway
Suite 2000
Dallas TX 75206
(214) 750.2141
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Mission Statement
As the primary wealth management resource for a limited number of successful individuals and entities, we craft highly customized and nuanced strategies that allow clients to fulfill visions for their families, enterprises and employees.
Welcome

Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, we can help create a strategy as flexible as today's changing market conditions, and we can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. We will work to help you pursue your goals through personalized wealth management strategies.

Recognition
Ramona Locke
Senior Vice President, Wealth Management Advisor
Financial Times "401 Top Retirement Plan Advisers", 2016-2020
(Published annually May – Oct. Rankings based on data as of Dec 31 of prior year.)
Locke & Associates
Forbes "Best-in-State Wealth Management Teams", 2024-2025
(Published annually in January. Rankings based on data as of March 31 of prior year.)
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About Us
Team

With over 65 years of combined experience Locke & Associates provides sophisticated plan design, access to investment menu fiduciary support and participant education campaigns and meetings to the corporate/institutional markets. Our mission is to offer an approach that encourages collaboration between plan sponsors, employees and our team.Understanding and charting a path toward financial success for our high net worth private clients is especially rewarding as we help them pursue and achieve their total wealth management goals.

Meet Our Team
Ramona Locke,

CIMA®, CKP®, CPFA®, SE-AWMA™

Senior Vice President, Wealth Management Advisor
214.750.2141
Perry Valek,

CFP®, CPFA®, SE-AWMA™

Assistant Vice President, Wealth Management Advisor
214.750.2140
Leah M Cason,

CPFA®

Officer, Registered Wealth Management Client Associate
214.750.2143
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Elizabeth Morris
Employee Benefits Specialist
Bank of America, N.A.
Donna Hastings
Regional Lending Specialist
NMLS #930180
Bank of America, N.A.
Jocelyn T Smith
Retirement Specialist
Bank of America, N.A.
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C(k)P® is a registered trademark of The Retirement Advisor University, Inc.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals.
Sports & Entertainment Accredited Wealth Management Advisor™, SE-AWMA™, and the SE-AWMA™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.