People & Business

America’s Top 100 Women Financial Advisors

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July 9, 2021 – Sarasota

Morgan Stanley (NYSE: MS) today announced that Aimee Cogan, CFP a Managing Director, Wealth Advisor in the Firm’s Sarasota office, has been named to Barron’s annual list of America’s Top 100 Women Financial Advisors. 

The “Barron’s Top 100 Women 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. Investment performance is not an explicit criterion. 

“As a firm, we take pride in the integrity and professionalism of our Financial Advisors and we congratulate Aimee Cogan on being named to this prestigious list,” commented Giovanni Renteria, Manager of Morgan Stanley Wealth Management’s Sarasota office. “The listing recognizes an elite group of financial professionals who are dedicated to providing clients with exceptional wealth management services.”

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.

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