marisa 150x200 4 11 17Marisa Lockhart, CFP®

Senior Associate Planner

Marisa Lockhart is an experienced Certified Financial Planner™ professional who represents high net worth individuals and families. Marisa is recognized for her easy-going manner and excels at helping clients get organized and providing an actionable plan for the future. She joined the Quest Capital Management team in 2005. Marisa is a key member of a leading financial planning team and the primary contact for clients in the following areas:

  • Collects relevant financial information that helps facilitate client goal setting and establishing priorities for preparation of financial plans and annual reviews.
  • Analyzes financial information to determine present and future financial needs.
  • Works on recommended strategies and action plans for implementing the financial plans as needed by her client families and conducting the annual reviews.
  • Asset allocation and portfolio performance concerns.
  • Questions on employee benefits and retirement plans.
  • Tax planning issues and strategies.
  • Trade requests and updates to financial plans.
Professional and Community Commitment
  • Member, Pro Bono Committee Member (2016), Financial Planning Association, DFW Chapter
  • Member, Dallas Estate Planning Council
  • Member and active volunteer, Junior League of Dallas. Member of the Grants for Innovative Teaching Committee.
  • Member and active volunteer, Community Partners of Dallas
Education and Credentials
  • Certified Financial Planner™ professional
  • Bachelor of Science, cum laude, family financial planning and minor in general business, Texas Tech University
  • Registered Representative with Raymond James Financial Services, Series 7, and 66 licenses
  • Founding member of Texas Tech's Red to Black Program which provides free financial planning, counseling and seminars for students to help them achieve financial success
  • Summer Session, Richmond College, London
Out of the Office

Marisa has a heart for volunteerism and devotes as much time as her husband and two young children allow. This passion carries over to her work with clients in their philanthropic planning.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.