Aimee Cogan Named to Forbes Magazine's Top Women Wealth Advisors Best-In-State List

Business

Morgan Stanley announced today that Aimee Cogan, CFP, a Managing Director, Family Wealth Director in the Firm’s Sarasota, FL Wealth Management office, has been named to Forbes Magazine’s list of Top Women Wealth Advisors Best-In-State for 2024, listed on forbes.com.  This is the second year in a row Aimee ranked #1 in the State of Florida, for the north Florida region. Forbes’ “Top Women Wealth Advisors Best-In-State” is 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. 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.  

« View The Monday May 6, 2024 SRQ Daily Edition
« Back To SRQ Daily Archive

Read More

 Developers Share Progress on Mira Mar Residences

Developers Share Progress on Mira Mar Residences

Cecilia Mould | Mar 30, 2026

Building a Creative Home for Sarasota's Artists

Building a Creative Home for Sarasota's Artists

Cecilia Mould | Mar 23, 2026

The Candle Pour Comes to Sarasota

The Candle Pour Comes to Sarasota

Cecilia Mould | Mar 16, 2026

SRQ Magazine Celebrates 35 Under 35 Honorees

SRQ Magazine Celebrates 35 Under 35 Honorees

Barbie Heit | Feb 2, 2026