PID 2368


Accredited Asset Management Specialist®

The Accredited Asset Management Specialist® designation is an early-career designation associated with foundational topics of the CFP® program. AAMS® program participants learn to build strong client relationships and provide comprehensive advice. Students learn to identify new investment opportunities and recognize insurance, tax, retirement, and estate issues. This designation is awarded by the College for Financial Planning®.

Sara Allen, AAMS™

Sara is a Portfolio Specialist at Foster Victor.  She works closely with the Investment Team to create allocations and implement recommendations. She currently holds her Accredited Asset Management Specialist (AAMS™) …