Carole Lockhart

Carole Lockhart is a Financial Advisor with the Trichler Group at Merrill® in Seattle. Carole provides one-on-one advice, detailed strategy, and reliable leadership to an accomplished group of individuals, families, and institutions helping them organize and streamline multiple aspects of their financial lives. An attentive listener, she deeply engages with client priorities, refining her approach to reflect each client’s distinctive ambitions and goals. Carole also looks to relieve clients’ worries or anxieties, whether they are wrestling with an issue or simply hesitant to begin their financial journey. In each case, she brings warmth, approachability, and a genuine interest in helping clients live their best lives—financially, professionally, and personally.
Committed to the well-being of her community, Carole looks to support others in developing sound financial habits. She has led discussions of “Financial Basics” for the Urban League and is a Champion of “Better Money Habits” for high school students.
Carole resides in the Seattle area, where she raised her daughter Cari, who is a physical therapist in California. In her free time Carole loves to read autobiographies and travel to destinations near and far, immersing herself in new cultures, cuisines, and experiences.