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Enterprise
SRQ DAILY MONDAY BUSINESS EDITION
MONDAY MAR 20, 2023 |
Morgan Stanley introduced that Aimee Cogan, CFP, a Managing Director, Monetary Advisor within the Agency’s Sarasota Wealth Administration workplace, has been named to Barron’s listing of “America’s High 1,200 Advisors: 2023 State-by-State.” The “Barron’s High 1,200 Advisors” is a choose group of people who’re screened on various standards. Amongst components the survey takes into consideration are property beneath administration, income produced for the Agency and high quality of service supplied to shoppers. “I’m extraordinarily proud that Aimee Cogan is representing Morgan Stanley Wealth Administration on this listing,” commented Todd Sacks, Department Supervisor of Morgan Stanley’s Sarasota workplace. “Competitors is steep to be chosen for this listing, and those that make the minimize symbolize a really excessive degree of feat in serving their shoppers’ wealth administration wants.” Morgan Stanley Wealth Administration, a worldwide chief, offers entry to a variety of services and products to people, companies and establishments, together with brokerage and funding advisory companies, monetary and wealth planning, money administration and lending services and products, annuities and insurance coverage, retirement and belief companies.
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