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.  

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