Financial services

Financial services

Comprehensive Wealth Management's Brian Lockett Earns Accredited Estate Planner Designation

Comprehensive Wealth Management, a family-owned financial services firm, announced that Brian Lockett, CFP, has earned the designation of Accredited Estate Planner (AEP). Administered by the National Association of Estate Planners & Councils, the AEP designation is a graduate-level, multi-disciplinary specialization in estate planning. It recognizes a high level of dedication