Aimee Cogan Earns Family Wealth Director Designation
Morgan Stanley Awards Wealth Director Designation Locally.
Aimee Cogan, a financial advisor and managing director with the Bellwether Group at Morgan Stanley’s Sarasota Wealth Management office, earned the firm’s Family Wealth Director designation. The designation is awarded to financial advisers completing an accreditation program focused on the skills required for comprehensive wealth management.
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