Barron's 2021 Top Women Financial Advisors - Aimee Cogan, CFP Managing Director at Morgan Stanley

Business

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.

« View The Friday Jul 9, 2021 SRQ Daily Edition
« Back To SRQ Daily Archive

Read More

A Look at the New Bradenton Area Convention Center

A Look at the New Bradenton Area Convention Center

Dec 2, 2025

A Tale of Two Jo(h)ns

This is the story of two men with different journeys but a shared legacy of impact.

Barbie Heit | Dec 1, 2025

Innovation on Ice

Daiquiri Deck is reinventing the frozen drink market

Kate Wight | Oct 31, 2025

Vending Titans

The business by Branson Rudeen that makes healthy options immediately available to students

Cecilia Mould | Sep 26, 2025