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.

Morgan Stanley Sarasota Branch Office

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