Comprehensive Wealth Management (CWM), a family-owned financial services firm offering holistic and individualized investment management and financial planning, announced last month that Brian Lockett, CFP®, lead advisor and vice president, 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 and service with a collaborative, team-based approach. It is awarded only to estate planning professionals who meet stringent requirements in the areas of education, experience, knowledge, professional reputation and character.

“This recognition validates what our team and client

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