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Goals & Planning | Mar 22, 2022

VIDEO: What type of investor are you?

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featuring Shilo M. Lockett
President
No two investors are alike, but investors do tend to fit into three different archetypes. Comprehensive Wealth Management's President Shilo Lockett breaks down these three investor personalities and offers insight into how we approach these three very different clients.
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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.
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