Fast Track

Local Wealth Advisor Named to Forbes Magazine’s 'Top Women Wealth Advisors'

The list is compromised of a select group of individuals who have a minimum of seven years of industry experience.

By Staff April 29, 2020

Morgan Stanley has announced that Aimee Cogan, a managing director, wealth advisor in the firm’s Sarasota office, has been named to Forbes magazine’s list of "Top Women Wealth Advisors for 2020." The list is compromised of 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. 

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