Brian Lockett of Complete Wealth Administration, CFP®, named IFG Elite Advisor in 2020
LYNNWOOD, Wash .– (BUSINESS WIRE) – Senior Advisor to Comprehensive Wealth Management (CWM) and Certified Financial Planner ™ Practitioner Brian Lockett was recently named Elite Advisor 2020 and received the Two Million Dollar Club Award from the Independent Financial Group (IFG). CWM was also recognized for having one of the top consultant websites by around 100 IFG representatives.
Lockett has been recognized as an IFG Elite Advisor every year since 2015. The award honors top consultants among the more than 600 registered representatives of the independent broker-dealer who serve clients in 40 US states.
As Vice President and Lead Advisor to CWM, Lockett works with clients from all walks of life and levels of wealth to define their lifestyle goals and intentions, and develops thoughtful, data-driven strategies to help them pursue those goals. For two decades, Lockett has taken a holistic approach to helping hundreds of clients find their way into financial independence at the family-run company, often working with other industry experts to create personalized plans.
“It is always an honor to be recognized by my valued industry colleagues,” said Lockett. “I am fortunate to be able to change the lives of others by guiding them through financial strategies to achieve their own goals. I strive every day to exceed the standards of excellence that our customers expect. ”
In addition, IFG rated the websites of 100 of its registered consulting firms and selected CWMs as one of only seven that are exemplary of exceptional website design and content. Websites were judged on their usability and ease of use; Overall aesthetics and branding of the design; and provided relevant information and resources.
IFG praised the CWM website for its “user-first” design, which is easy to navigate and access to information, while also offering images that appeal to users from all walks of life. In fact, one judge stated that “every site asks the user to introduce themselves as a customer”. Other elements of the site, such as the regularly updated educational blog content and dedicated bio pages for each team member, were also mentioned to further help users identify with CWM and understand the company’s values.
“These awards are a testament to CWM’s 20-year commitment to serving customers as a trusted partner on their path to financial independence. We are inspired every day by the thoughtful goals and dreams of our customers, and we pride ourselves on providing resources to help the individuals and families we serve live rich lives, ”said Shilo Lockett, President of CWM.
About comprehensive wealth management
Comprehensive Wealth Management is a Pacific Northwest wealth management company that works with clients to be as prudent as possible in formulating and achieving their financial goals. Our customer-centric investment planning and implementation makes us the first call to executives, business owners and other prudent investors to holistically and consciously strengthen their financial health, manage risk, while generating long-term profits.