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Tagged
Fast Track
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
Rochelle A. Nigri is a financial advisor with the firm's Bellwether Group in Sarasota.
02/21/2020 By Staff
Finance
Garcia, an executive director and financial advisor in Morgan Stanley's Sarasota office.
02/03/2020 By Staff
Aimee Cogan and Ernie Garcia both work in Morgan Stanley's Sarasota office.
01/24/2020 By Staff
Awards
The ranking, developed by Forbes’ partner SHOOK Research, is based on an algorithm of qualitative and quantitative data.
07/10/2019 Photography by Staff
Honors
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 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
Kathy Francoletti recently attained Morgan Stanley’s Family Wealth Advisor designation.
06/21/2016 Research by staff
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
