Cogan Named to Forbes' Top Women Wealth Advisors
Business
SRQ DAILY MONDAY BUSINESS EDITION
MONDAY MAY 20, 2019 |
Morgan Stanley has announced that Aimee Cogan, a financial advisor in the firm’s Sarasota Wealth Management office, has been named to Forbes magazine’s list of America’s Top Women Wealth Advisors. The list 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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