Relationship Manager II
1605 Main Street, Suite 107
Sarasota FL 34236
As a Relationship Manager, Alex Moragne has the knowledge and fiduciary responsibility you can count on to help build, maintain, and transfer your wealth. From basic trust needs to extenuating estate planning circumstances, she has the experience to help individuals, families, small business.
Alex has been working in the Trust industry since 2020, but began her career in the financial industry in 2012. She graduated from University of Florida with a bachelor's degree in business administration. She is currently pursuing her Certified Trust and Financial Advisor designation.
Important Disclosure Information
This content is general in nature and does not constitute legal, tax, accounting, financial or investment advice. You are encouraged to consult with competent legal, tax, accounting, financial or investment professionals based on your specific circumstances. We do not make any warranties as to accuracy or completeness of this information, do not endorse any third-party companies, products, or services described here, and take no liability for your use of this information.