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

Morgan Stanley (NYSE: MS)  announced that Aimee Cogan CFP®,CIMA®, a Managing Director, Wealth Advisor in the Firm’s Sarasota Wealth Management office, has been named to Forbes Magazine’s 2020 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 Giovanni Renteria, Branch Manager of Morgan Stanley’s Sarasota’s office. “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. 

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.