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Tag Archive | "Aimee Cogan"

Forbes Magazine Honors Aimee Cogan

Tuesday, March 12, 2019

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Aimee Cogan Named Best-in-State Wealth Advisor. Morgan Stanley announced that Aimee Cogan, a Managing Director and Financial Advisor in the Firm’s Sarasota Wealth Management office, was named to Forbes Magazine’s 2019 list of America’s Best-in-State Wealth Advisors. Forbes’ Best-in-State Wealth Advisors list comprises 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 […]

Aimee Cogan Named To List Of Top Wealth Advisors

Friday, October 19, 2018

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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 Named To Barron’s Top Financial Advisors

Monday, May 14, 2018

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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 Top 100 Women Financial Advisors

Wednesday, August 2, 2017

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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 […]

Letter From The Publisher Ed Bertha – 2015 Rewind

Tuesday, March 1, 2016

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2015 Rewind www.GetRealExclusive.com’s Top 10 Most Read Stories By Ed Bertha “In the future everyone will be world-famous for 15 minutes” Andy Warhol Which Stories Were REAL Web Hot In 2015? The articles on www.GetRealExclusive.com receiving the most views in 2015 were:

Which Stories Were REAL Web Hot In 2015?

Thursday, January 21, 2016

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2015 Rewind, GetRealExclusive.com’s Top 10 Most Read Stories. The moral of this story is it REALLY pays to be a REAL Exclusive Magazine Cover Feature! The articles on GetRealExclusive.com receiving the most views in 2015 were: 1. Feature Story – SS Motorsports Custom 1969 Bomber Corvette 2. Cover Story – Dr. Vance Askins, Askins Miller Orthopedics 3. Cover Story – Steve White, SS Motorsports & Southern Jet 4. Cover Story – Aimee Cogan, Morgan Stanley Smith Barney 5. Cover Story – Brandy Coffey-Ruiz del Vizo, Keller Williams Luxury Homes 6. News Post – Hooters Swimsuit Calendar Features Sarasota Hooters Girls […]

Aimee Cogan Earns Family Wealth Director Designation

Wednesday, September 2, 2015

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Morgan Stanley Awards Wealth Director Designation Locally. Aimee Cogan, a financial advisor and managing director with the Bellwether Group at Morgan Stanley’s Sarasota Wealth Management office, earned the firm’s Family Wealth Director designation. The designation is awarded to financial advisers completing an accreditation program focused on the skills required for comprehensive wealth management.

Morgan Stanley Smith Barney’s Wealth Advisor Continues Top 100 Ranking

Saturday, June 28, 2014

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Aimee Cogan Named To Barron’s 2014 “Top 100 Women Financial Advisors”. Morgan Stanley Smith Barney announced that Aimee Cogan, an Executive Director and Wealth Advisor, was again named to Barron’s annual list of America’s Top 100 Women Financial Advisors. ”As a firm, we take pride in the integrity and professionalism of our Wealth and we congratulate Aimee Cogan on being named to this prestigious list,” commented Robin Hogan, Manager of Morgan Stanley’s Sarasota office.   “The listing recognizes an elite group of financial professionals who are dedicated to providing clients with exceptional wealth management services.” The “Barron’s Top 100 Women Financial […]

Morgan Stanley Smith Barney’s Wealth Advisor Makes Top Ranking

Friday, March 8, 2013

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Aimee Cogan Named to Barron’s “Top 1000 Financial Advisors”. Morgan Stanley announced that Aimee Cogan, Executive Director, Senior Investment Consultant, in the Firm’s Sarasota Wealth Management office, was again named to Barron’s annual list of America’s Top 1000 Advisors: 2013 State-by-State.

Morgan Stanley Smith Barney’s Wealth Advisor Continues To Climb Top 100 Ranking

Thursday, June 28, 2012

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Aimee Cogan Named To Barron’s 2012 “Top 100 Women Financial Advisors”. Morgan Stanley Smith Barney announced that Aimee Cogan, an Executive Director and Wealth Advisor, was again named to Barron’s annual list of America’s Top 100 Women Financial Advisors.

Featured REAL cares REAL, Heels and Wheels

Thursday, May 17, 2012

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REAL, Heels and Wheels Benefiting Habitat for Humanity, Sarasota

REAL Magazine Aimee Cogan of Morgan Stanley Smith Barney

Tuesday, April 17, 2012

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REAL Magazine Digital Edition Featuring: Aimee Cogan of Morgan Stanley Smith Barney, Master Pianist Derek Han, Designer Christopher Roy, Ringling on the Water and more. Click on magazine cover to launch Digital Edition.

Cover Story Feature Aimee Cogan Of Morgan Stanley Smith Barney

Monday, April 16, 2012

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Cover Story Feature Aimee Cogan Of Morgan Stanley Smith Barney

Rated one of the Top 100 Women Financial Advisors in the nation by Barron’s Magazine, Aimee Cogan’s congenial personality masks the passion she imparts to her clients. “Genuine concern for our clients is the foundation upon which we have built our practice. We intentionally keep our client list small because we become very much like family.”

Morgan Stanley Smith Barney Names Executive Director

Tuesday, March 6, 2012

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Aimee DeMariano Cogan Promoted To Executive Director. Morgan Stanley Smith Barney announced that Aimee DeMariano Cogan was promoted to Executive Director in the firm’s Wealth Management office in Sarasota.

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