Aimee Cogan, CFP®, CIMA®

Managing Director—Wealth Management, Wealth Advisor at Morgan Stanley

Aimee Cogan’s journey in finance began with a childhood love for math. After earning her degree in Finance from the University of Florida, Aimee at first envisioned a career in investment banking. Thirty years ago, she moved to Sarasota, following her Dean’s advice to gain experience in commercial banking.

During this time, she helped her grandmother navigate unfamiliar financial territory after the passing of her grandfather. “My grandmother had never written a check and had little understanding of their investments,” she recalls. “That’s when I decided to pursue personal wealth management.” Helping others, especially retirees and multi-generational families, through financial education and risk management became her passion. After earning a number of professional designations, Aimee initially worked for a local private bank assisting many business owners and their families.  As her practice grew, she needed a broader, more sophisticated investment platform and 18 years ago, she transitioned to Morgan Stanley.

At Morgan Stanley her team has grown from three to eleven members. Together, they manage approximately $2 billion for around 100 families as of 8/31/2024. 

Aimee has been ranked as the #1 Female Advisor in Florida (North) by Forbes for two consecutive years, most recently Top Women Wealth Advisors Best-in-State in 2024 and has also been recognized as one of Barron’s Top Financial Advisors in the country since 2011, most recently in 2024. Her commitment to educating clients across generations—helping them understand risk, manage their portfolios, and plan for their future is what she finds most fulfilling. “Every day is different.”

Aimee and her team, The Bellwether Group at Morgan Stanley are deeply involved in the Sarasota community and actively supporting over 20 local charities.  Outside of work, Aimee loves traveling with her daughter, boating and their two French bulldogs.

Text by Kaileia Suvannamaccha | Photo by Nancy Guth

2 N Tamiami Trail, Suite 1100, Sarasota, FL 34236
941.363.8515
aimee.cogan@msmorganstanley.com 
fa.morganstanley.com/bellwethergroup