OUR MISSION STATEMENT
Offering guidance to help successful individuals and families create the lifestyles they desire.
Offering guidance to help successful individuals and families create the lifestyles they desire.
The Bellwether Group is a team of five Financial Advisors and three support staff at Morgan Stanley. Unlike the typical financial advisor with hundreds of clients, we devote the full talents and resources of our team to serving the needs of fewer than 100 families. This allows us to provide a premium level of service tailored to each client's unique needs.
Our clients' priorities are our own. We leverage our decades of experience along with the resources of Morgan Stanley to create comprehensive wealth management strategies tailored to our clients' unique goals. This has been our mission throughout our careers, and we look forward to meeting with you to discuss how we can create a financial plan aimed at the future you want for yourself and your family.
We have a dedicated Portfolio Management team who assists you, the decision-maker, in determining the appropriate asset allocation decisions. Our Portfolio Managers have the technical and analytical skills to do the primary research and due diligence for every investment recommendation we make for our clients. Carefully crafting each portfolio, we emphasize diversification, tax efficiencies, risk mitigation, capital preservation and long-term growth. We are proud of the service and resources that we offer our clients, and we welcome the opportunity to offer this same level of excellence to you and your family.
At the Bellwether Group, we believe our high-net-worth clients are best served by wealth management plans that encompass and coordinate every aspect of their financial lives including cash-flows, investments, insurance, wills, trusts and estate plans.
WHAT WE BELIEVE
We believe in a premium level of service.
We believe in experience, education, and training.
We believe that the tools we can offer you are second to none.
We believe in the right fit.
We keep our client roster limited because we believe that successful wealth management begins with the right fit between clients and advisors. We invite potential clients to meet with us to share their needs and expectations. We look forward to working with families who seek the kind of long-term, fully engaged relationship we offer our clients. The bond we form with our clients is fundamental to our mission, and it is our hope that it lasts a lifetime.The Bellwether Group is a team of four Financial Advisors and three support staff at Morgan Stanley.
Unlike the typical Financial Advisor with hundreds of clients, we devote the full talents and resources of our team to serving the needs of fewer than 100 families. This allows us to provide a premium level of service tailored to each client’s unique needs.
With just over $932 million under management*, we are able to offer our clients over 100 years of combined experience in the banking and financial services industry. Our team includes a Chartered Financial Analyst®, A Family Wealth Director, a Certified Financial Planner™, a Certified Investment Management Analyst®, and a Certified Trust and Financial Advisor®. These advanced designations truly set us apart, and help us offer innovative thinking based on some of the best practices in the industry.
*Total client assets as of January 2019
Morgan Stanley's Reserved Living & Giving Program
Reserved Living & Giving is a complimentary loyalty program, with over 50 offers and discounts from premier brands, designed to enhance your lifestyle beyond traditional wealth management services. The program provides access to exclusive partner offers, insights from Morgan Stanley thought leaders and inspiring philanthropic stories.
Reserved clients can take advantage of a wide range of offers, including:
Aimee D. Cogan is Managing Director, Senior Investment Management Consultant, and Co-Founder of the Bellwether Group. With over 25 years of experience in banking and the financial services industry, Aimee provides comprehensive wealth management for high net worth clients. She focuses on the team’s alternative investments, foreign currencies, precious metals, and separately managed accounts (SMAs).
Following her childhood love of math, Aimee earned a B.S. degree in Finance from the University of Florida. She started at SunTrust Bank, where she spent 12 years as a Financial Advisor and was consistently ranked among the bank’s top five advisors nationally. Committed to continuing education, Aimee is a Certified Financial Planner™ and a Certified Investment Management Analyst®. In addition, Aimee has earned the Family Wealth Director designation from the firm, a status achieved because of her sophisticated approach to the complex financial needs of affluent families.
Aimee’s talents have been recognized both nationally and regionally. She served as a member of Morgan Stanley’s Financial Advisors Council and has been the Co-Chair of Morgan Stanley’s Consulting Group Council since 2013. As of 2010 she has been continuously named to the firm’s Chairman’s Club, an honor reserved for its top tier of Financial Advisors. Barron’s Magazine has listed Aimee among the Top 100 Women Financial Advisors nationally in 2011, 2012, 2013, 2014, 2016, 2017 and 2018; and among the Top 1,200 Financial Advisors nationally since 2012. The Financial Times also listed Aimee among the Top 400 Advisors nationally in 2013 and 2016.
She instrumentally supports the Ringling College of Art and Design, Asolo Repertory Theater, and Girls Inc. In her free time, she enjoys time on the water and traveling with her family. Aimee lives in Sarasota with her husband Chris and their daughter.
Securities Agent: AK, CA, CO, CT, DC, DE, FL, GA, IL, KY, MD, MI, MN, MT, NC, NJ, NY, PA, TX, UT, VA; General Securities Representative; Investment Advisor Representative; Managed Futures
Richard T. Williams, III is a Senior Vice President, Senior Portfolio Management Director, and Co-Founder of The Bellwether Group at Morgan Stanley. With over 25 years of experience in the financial services industry, Rich focuses on fundamental analysis, equity research, and portfolio asset allocation. He also manages the Bellwether Tactical Core Value Portfolio and provides strategic guidance on taxable bond investments and portfolio hedging.
Rich’s love of the stock market began at age 13 when he used the money he earned from mowing lawns to purchase his first stock. After his graduation from the University of Florida with a B.S. in History, he entered the financial services industry in 1993 as a Vice President, Client Consultant for the large investment firm Manning and Napier Advisors, Inc. Subsequently, he spent seven years as one of Wachovia Wealth Management’s top private bankers. In 2005 he moved to Merrill Lynch’s Private Banking and Investment Group as Vice President, and he joined Morgan Stanley in 2009.
With a strong belief in financial education, Rich has earned the Chartered Financial Analyst® (CFA) designation, thus acquiring advanced analytical and portfolio management skills, along with enhanced investment strategies. Rich conducts an in-depth analysis of each investment he chooses for his clients’ financial plans. This analysis is ongoing as he regularly makes adjustments to adapt to changing market conditions.
Rich is a member of the CFA Institute and the CFA Tampa Bay Society. He is a former Chairman of the Board of the Wellness Community, and a past Board Member and Treasurer of Forty Carrots Family Center, a nonprofit dedicated to strengthening families through educational programs. Rich resides in Sarasota with his wife Kristen and their three young children.
Securities Agent: AK, CA, CO, CT, DC, DE, FL, GA, IL, KY, MD, MI, MN, MT, NC, NJ, NY, PA, TX, VA; General Securities Representative; Investment Advisor Representative; Managed Futures
Scott Rockwell is a Vice President, Financial Advisor, and Co-Founder of The Bellwether Group at Morgan Stanley. With over 25 years of experience in banking and the financial services industry, Scott concentrates on technical analysis, equity research, portfolio asset allocation, risk management, and municipal bond investments. He also manages the group’s Momentum Growth and Dividend Growth Portfolios.
Scott is a graduate of The Ohio State University with a B.S. in Business Administration and Finance. He spent eleven years at Bank of America, with over six years as a Commercial Relationship Manager and nearly five years as Senior Vice President in the Private Banking Division. His focus was on middle-market companies, high net worth individuals, and municipal finance. After three years as a Private Wealth Advisor at Merrill Lynch, Scott came to Morgan Stanley in 2009 and co-founded The Bellwether Group with Aimee Cogan and Rich Williams.
With more than two decades of financial experience, Scott works with his team to research, analyze and implement investment solutions best suited for his client's specific goals and objectives. His experience in municipal bonds is especially valuable for high net worth and ultra-high net worth individuals and families.
Actively involved in his community, Scott serves as Chairman of the board for the Easter Seals of South West Florida. He enjoys all sports and has volunteered as a youth football and baseball coach over the past seven years. He currently volunteers as an assistant lacrosse coach for Cardinal Mooney high school. Scott resides in Sarasota with his wife Crystal and two children.
Securities Agent: AK, CA, CO, CT, DC, DE, FL, GA, IL, KY, MD, MI, MN, MT, NC, NJ, NY, PA, TX, VA; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
Kathy Francoletti is a Senior Vice President, Family Wealth Advisor and Certified Trust and Financial Advisor with The Bellwether Group. With more than 36 years in the banking and financial services industry, Kathy focuses on comprehensive wealth management for individuals and business owners.
Kathy studied Business Management at Lake Michigan College and entered the banking industry in 1978 with a predecessor of Wells Fargo Bank. Throughout her career, Kathy has continually enhanced her knowledge base and skill set by earning several banking and trust certifications from the American Institute of Banking. In 2003 she earned the designation of Certified Trust and Financial Advisor (CTFA®) from the Institute of Certified Bankers. This elite certification is awarded to financial professionals who have extensive knowledge and training in taxes, investments, financial planning, trusts, and estates. Prior to joining Morgan Stanley as a Financial Advisor in 2011, Kathy rose to the level of Senior Private Banker at Wells Fargo Private Bank.
At Morgan Stanley, Kathy has earned the prestigious designation of Family Wealth Advisor. This certification allows her to help clients manage the complexities of generational wealth, estate planning from the family perspective, philanthropy, and family enterprises.
An active member of her community, Kathy has volunteered for many years with organizations that serve the needs of women and children. She previously served as President on the boards of the Women’s Resource Center and Girls, Inc. of Sarasota County. She still actively volunteers with Girls Inc. as a Board member and assists with fundraising for the American Cancer Society. Kathy lives with her husband Tom in Englewood, where they enjoy golf, theatre, and spending time with their daughter in Orlando.
Securities Agent: AK, CA, CO, CT, DC, DE, FL, GA, IL, KY, MD, MI, MN, MT, NC, NJ, NY, PA, TX, VA; General Securities Representative; Investment Advisor Representative
Rochelle A. Nigri is a Financial Advisor with The Bellwether Group at Morgan Stanley. She focuses on concierge financial planning and portfolio risk analysis for her clients - “Our job is to set up their life in a way that is efficient, effective and allows them to focus on their day to day”. Rochelle joined the team in 2014 as a Marketing Associate responsible for marketing, public relations, business development and client relations. Her career as an advocate for clients has been developed over 2 generations: first as a runway & print model in New York, Florida, and Italy, and then returning to her academic roots she honed her relationship management career over 10 years at Saks Fifth Avenue, Dolce PR, and SRQ MEDIA Group. Rochelle earned her B.A. from the University of South Florida with a double concentration in Economics and International Relations, and a minor in Business. She holds the securities Series 7, 63, 65 and 31 licenses.
Committed to being connected to the community, Rochelle volunteers for causes devoted to the arts, education, and the welfare of children and families. In 2010, the Sarasota Young Professionals Group recognized Rochelle with its YPG Leadership Circle Award. Among the organizations she supports are the Johns Hopkins All Children’s Hospital, Moffitt Cancer Center, Asolo Repertory Theatre, SPARCC Safe Place & Rape Crisis Center, Marie Selby Botanical Gardens, Girls Inc., Make-A-Wish Foundation, and the Glasser Schoenbaum Human Services Center.
Securities Agent: CT, DC, FL, GA, KY, MD, MI, MN, NC, NJ, NY; General Securities Representative; Investment Advisor Representative; Managed Futures
Linda Mikos is a Portfolio Associate at the Bellwether Group. She joined Morgan Stanley’s predecessor firm 35 years ago, and during that time has served as Branch Operations Manager and assistant to branch management. Linda is responsible for client service, operations and all related documentation. She holds the Series 7, 31 and 66 securities licenses. A 50-year resident of Sarasota, Linda enjoys reading, gardening and listening to music.
Melanie Barber is a Portfolio Associate at the Bellwether Group. She holds securities licenses including 7, 9, 10, 31, 63, 65 and the Life and Variable Annuity Insurance license. She focuses on analytical reporting and client services. Melanie earned her B.S. in business management from Florida Gulf Coast University and resides on Longboat Key with her husband, Mark, their daughter, Abigail and son, Logan. They enjoy boating and traveling around the world.
Morgan Edwards is a Client Service Associate at the Bellwether Group and is responsible for marketing and client service. Morgan earned her B.S. in business management from the University of the Potomac in Washington, DC. She enjoys running, traveling and volunteering at Mote Marine’s Aquarium.
Creating customized financial strategies for the challenges that today's families face.
Thought Leadership for our ultra high net worth clients, which contains thought-provoking articles, authored by leading experts from Morgan Stanley Family Office Resources.
Explore ideas and inspiration with captivating, original lifestyle stories created exclusively for Morgan Stanley clients.
Making sure your philanthropic dollars are managed with the same best-in-class service as the rest of your wealth.
Working closely with you to guide your wealth and investments through the most challenging market cycles.
Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.
Working with you to understand your life goals and develop a truly personalized wealth strategy. Today and for the years to come.
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