Brian Lockett, CFP®, of Comprehensive Wealth Management, appointed IFG Elite Advisor in 2020
LYNNWOOD, Wash .– (COMMERCIAL THREAD) – Comprehensive Wealth Management (CWM) Senior Advisor and Certified Financial Planner ™ Practitioner Brian Lockett was recently named Elite 2020 Advisor and recipient of the Two Million Dollar Club Award from Independent Financial Group (IFG). CWM has also been recognized for having one of the best advisor websites out of around 100 IFG representatives.
Lockett has been recognized as an IFG Elite Advisor every year since 2015. The award recognizes the best advisers among the independent broker’s more than 600 registered representatives, who serve clients in 40 US states.
As Vice President and Senior Advisor of CWM, Lockett partners with clients from all walks of life and wealth levels to define their lifestyle goals and intentions, and develop thoughtful, data-driven strategies. to help them pursue these goals. For two decades in the family-owned and operated business, Lockett has used a holistic approach to help hundreds of clients navigate the path to financial independence, often working with other industry professionals to deliver personalized plans. .
“It is always an honor to be recognized among my esteemed peers in the industry,” said Lockett. “I feel fortunate to be able to make a difference in the lives of others by guiding them through financial strategies to achieve their distinct goals. I strive every day to exceed the standards of excellence our customers expect.
In addition, IFG has rated the websites of 100 of its registered consulting firms and selected CWM as one of seven exemplifying outstanding website design and content. The websites were judged on their ease of navigation and user experience; overall design aesthetics and branding; and relevant information and resources provided.
IFG praised CWM’s website for its “user-first” design, providing ease of navigation and access to information while providing images that resonate with users from all walks of life. In fact, a judge said that “every page begs the user to see themselves as a customer.” Other website elements, such as the regularly updated educational blog content and dedicated bio pages for each team member, were also noted to further help users identify with CWM and understand the values of the company.
“These awards demonstrate CWM’s 20-year commitment to serving as a trusted partner to clients on the path to financial independence. We are inspired every day by the goals and thoughtful dreams of our clients, and we pride ourselves on providing resources to help the individuals and families we serve to live richly, ”said Shilo Lockett, President of CWM.
About global wealth management
Comprehensive Wealth Management is a Pacific Northwest wealth management firm that partners with its clients to articulate and achieve their financial goals as prudently as possible. Our highly focused, client-focused investment planning and implementation makes us the first call for executives, business owners and other thoughtful investors to strengthen their financial health holistically and intentionally by managing risks while realizing long-term gains.