
Shilo Lockett
President
Comprehensive Wealth Management LLC
United States, Washington, Lynnwood
About Me
Shilo holds the reins of daily operations at CWM and provides strategic leadership, planning and broad executive management to achieve the firm's strategic objectives. She develops industry partnerships and client communication programs, such as workshops, newsletters and mailings; manages strategic operations and training for the CWM team members; and oversees the integration of new services and technology. She takes extreme pride in the CWM team's fiduciary responsibility to their clients, and her goal is to continually improve the client experience and provide the highest level of client service. Shilo joined the CWM team in August of 2003 and has been instrumental in the firm's developme
Profile Information
President
Comprehensive Wealth Management LLC
Operations Team
Investor
RIA/Wealth Manager/Asset Manager
Lynnwood
Washington
United States
May 15, 2024
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