Working Mother Magazine Ranks Aimee Cogan As A Top Wealth Advisor Mom. Morgan Stanley announced that Aimee Cogan, CFP®, CIMA®, a Managing Director, Financial Advisor in the firm’s Sarasota Wealth Management office, was named to Working Mother magazine’s list of Top Wealth Advisor Moms. This listing recognizes a select group of individuals who, while pursuing careers as successful Financial Advisors, also juggle the responsibilities of having one or more children under the age of 18 living at home. “We congratulate Aimee Cogan for her inclusion on this list,” commented Giovanni Renteria Branch Manager of Morgan Stanley’s Sarasota office. “She continues […]
Aimee Cogan One Of America’s Top 1,200 Advisors: 2018 State-By-State. Morgan Stanley announced that Aimee Cogan, a Managing Director in the Firm’s Sarasota Wealth Management office, has been named to Barron’s list of “America’s Top 1,200 Advisors: 2018 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 Giovanni Renteria, […]
Aimee Cogan Named To Barron’s Top 100 Women Financial Advisors. Morgan Stanley announced that Aimee Cogan, CFP®, CIMA®, a Managing Director, Financial Advisor in the Firm’s Sarasota office, was named to Barron’s annual list of America’s Top 100 Women Financial Advisors. The “Barron’s Top 100 Women Financial 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. Investment performance is not an explicit criterion. “As a firm, we take pride in the […]
Friday, October 19, 2018
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