Darsey Locke has extensive experience in the financial services industry, with a strong background in sales support and business development. They have held various roles at companies like Highland Capital Brokerage, Saybrus Partners, and Fidelity Investments. Locke is skilled in identifying sales opportunities and addressing advisor needs through consultative conversations. Prior to their sales support roles, they also worked as a financial advisor, managing a large book of business.
June, 2023 - present
April, 2017