Aimee Cogan Named to Forbes Magazine’s List of Best-in-State Wealth Advisors

February 23, 2021 – Sarasota

Morgan Stanley (NYSE: MS) today announced that Aimee Cogan, CFP, a Managing Director, Wealth Advisor in the Firm’s Sarasota Wealth Management office, has been named to Forbes Magazine’s 2021 list of Best-in-State Wealth Advisors. 

Forbes’ Best-in-State Wealth Advisors list comprises a select group of individuals who have a minimum of seven years of industry experience.  The ranking, developed by Forbes’ partner SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors and weighing factors like revenue trends, AUM, compliance records, industry experience and best practices learned through telephone and in-person interviews.

“I am pleased that Aimee Cogan is representing Morgan Stanley,” commented Giovani Renteria, Branch Manager of Morgan Stanley’s Sarasota office. “To be named to this list recognizes Aimee Cogan’s professionalism and dedication to the needs of her valued clients.”

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.  

Morgan Stanley (NYSE: MS) is a leading global financial services firm providing investment banking, securities, wealth management and investment management services.  With offices in more than 41 countries, the Firm’s employees serve clients worldwide including corporations, governments, institutions and individuals. 

For further information about Morgan Stanley, please visit www.morganstanley.com.

Aimee Cogan, CFP, IMCA 
Managing Director – Wealth Management
Family Wealth Director
Wealth Advisor
Alternative Investment Director

The Bellwether Group
Morgan Stanley
2 North Tamiami Trail Suite 1100
Sarasota, FL 34236
941-363-8513 Phone
941-951-2513 Fax
Aimee.Cogan@morganstanley.com
NMLS #1290495