People & Business

Aimee Cogan, CFP Named to Barron’s “Top 1,200 Financial Advisors: State-by-State”

By  | 

Morgan Stanley announced today that Aimee Cogan, CFP, a Managing Director, Wealth Advisor in the Firm’s Sarasota Wealth Management office, has been named to Barron’s 2020 list of “Top 1,200 Financial Advisors: State-by-State.”

The “Barron’s Top 1,200 Financial Advisors” is a select group of individuals who are screened on a number of criteria. Among factors the survey takes into consideration are assets under management, revenue produced for the Firm and quality of service provided to clients.

“I am extremely proud that Aimee Cogan is representing Morgan Stanley Wealth Management on this list,” commented Giovanni Renteria, Branch Manager of Morgan Stanley’s Sarasota office. “Competition is steep to be selected for this list, and those who make the cut represent a very high level of achievement in serving their clients’ wealth management needs.”

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, investment management and wealth management services. With offices in more than 41 countries, the Firm’s employees serve clients worldwide including corporations, governments, institutions and individuals. For more information about Morgan Stanley, please visit www.morganstanley.com.

Put your add code here

You must be logged in to post a comment Login