Barron's Top 1200 Financial Advisors, Aimee Cogan, CFP Managing Director at Morgan Stanley Inbox

Business

Morgan Stanley announced that Aimee Cogan, CFP, a Managing Director, Financial Advisor in the Firm’s Sarasota Wealth Management office, has been named to Barron’s list of “America’s Top 1,200 Advisors: 2023 State-by-State.” The “Barron’s Top 1,200 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. “I am extremely proud that Aimee Cogan is representing Morgan Stanley Wealth Management on this list,” commented Todd Sacks, Branch Manager of Morgan Stanley’s Sarasota office. “Competition is steep to be selected for this list, and those who make the cut represent a very high level of achievement in serving their clients’ wealth management needs.” 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.

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