About
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Melissa A. Lockhart
Analyst
Melissa A. Lockhart is an analyst for Heritage Capital Group and focuses on developing economic analysis for litigation support and conducting valuation projects for clients.
Miss Lockhart is experienced in valuations of closely held businesses for various purposes including legal issues, mergers and acquisitions analysis, and management planning. Her valuation experience includes clients in finance, technology, distribution, construction, and professional services. In addition to valuation work, Miss Lockhart specializes in calculating economic damages for complex commercial litigation as well as personal injury and wrongful death cases.
Prior to joining Heritage, Miss Lockhart’s professional experience in the financial industry included working for Merrill Lynch as a registered representative, focusing on lead generation and asset retention in 401(k) plans. At Merrill Lynch, her project work included compliance management and accounting information systems development.
Miss Lockhart received her Bachelor of Arts degree in Economics from Duke University and is currently a candidate for the Master of Accountancy degree from the University of North Florida, where she is a member of Phi Kappa Phi. She has her Series 7 and 66 securities licenses.
Contact Melissa A. Lockhart at Heritage Capital Group, Inc.
Phone: 904-354-9600
E-mail: mlockhart@heritagecapitalgroup.com