Aimee Cogan Named to Forbes Magazine’s 2019 List of America’s Best-in-State Wealth Advisors

Morgan Stanley (NYSE: MS) today announced that Aimee Cogan, CFP®, CIMA®, a Managing Director, Financial Advisor in the Firm’s Sarasota Wealth Management office, has been named to Forbes Magazine’s 2019 list of America’s 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 Giovanni Renteria, Manager of Morgan Stanley Wealth Management’s Sarasota.  “To be named to this list recognizes Aimee’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.