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. Ranked 83rd in 2011, Cogan climbs to 56th in 2012.
“I am extremely proud that Aimee Cogan is representing Morgan Stanley Smith Barney on this list,” commented Stan Carter Manager of Morgan Stanley Smith Barney Sarasota office. “This 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 Advisors” is a select group of individuals who are screened on a number of criteria. Among factors the survey takes into consideration are the volume of assets overseen by the Financial Advisor, revenue produced for the Firm and quality of service provided to clients. Investment performance is not an explicit criterion.