Aimee Cogan Named to Forbes Magazine's Top Women Wealth Advisors Best-In-State List
Business
SRQ DAILY MONDAY BUSINESS EDITION
MONDAY MAR 3, 2025 |
Morgan Stanley announced today that Aimee Cogan, a Managing Director, Financial Advisor 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 2025, listed on forbes.com. Aimee ranked #1, for the north Florida region and #50 in the nation. 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.
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