Pictured: (L to R) Rochelle A Nigri, Richard T. Williams III, Aimee Cogan, Scott Rockwell and Kathy Francoletti. Morgan Stanley (NYSE: MS) announced that The Bellwether Group based in Sarasota, has been named to Forbes Magazine’s 2024 list of America’s Best-In-State WealthManagement Teams, for a second year in a row. Forbes Best-In-State Wealth Management Teams ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings to measure best practices, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Morgan Stanley Wealth Management, a global leader, provides access to a wide range of products and services to individuals, businesses and institutions, including brokerage and investment advisory services, financial and wealth planning, cash management and lending products and services, annuities and insurance, retirement and trust services. Pictured: (L to R) Rochelle A Nigri, Richard T. Williams III, Aimee Cogan, Scott Rockwell and Kathy Francoletti.

Source: Forbes January 22, 2024 05:03 UTC