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.

04/29/2020 By Staff

Fast Track

Financial Advisor Named to Morgan Stanley Pacesetter’s Club

Rochelle A. Nigri is a financial advisor with the firm's Bellwether Group in Sarasota.

02/21/2020 By Staff


Ernie Garcia Named to Forbes Magazine’s List of Best-in-State Wealth Advisors

Garcia, an executive director and financial advisor in Morgan Stanley's Sarasota office.

02/03/2020 By Staff

Fast Track

Wealth Advisors Named to Forbes Best-in-State List

Aimee Cogan and Ernie Garcia both work in Morgan Stanley's Sarasota office.

01/24/2020 By Staff


Ernie Garcia Named to Forbes List of America’s Best-in-State Wealth Advisors

The ranking, developed by Forbes’ partner SHOOK Research, is based on an algorithm of qualitative and quantitative data.

07/10/2019 Photography by Staff


Sarasota Financial Adviser Named to Top Advisers Group

Aimee Cogan, a managing director and financial adviser in Morgan Stanley's Sarasota office, was recently named to the firm’s Chairman’s Club.

02/10/2017 By staff

Wealth Management

Morgan Stanley Financial Advisers Form New Team

Morgan Stanley last week announced the formation of The WM Milestone Group, which joins two teams formerly known as the Vita Vining Hermann Denton Group and the Stratton Plum Group.

08/08/2016 Research by staff


Morgan Stanley Vice President Attains New Designation

Kathy Francoletti recently attained Morgan Stanley’s Family Wealth Advisor designation.

06/21/2016 Research by staff


Sarasota Financial Adviser Named to Top 400 List

Morgan Stanley's Aimee Cogan was recently named to the Financial Times’ 2016 list of America’s top 400 financial advisers.

05/25/2016 Research by staff