April 19, 2023 – Sarasota
Morgan Stanley (NYSE: MS) today announced that Aimee Cogan, CFP, a Managing Director, Financial Advisor in the Firm’s Sarasota, FL Wealth Management office, has been named to Forbes Magazine’s 2023 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 Todd Sacks, 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.
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