The Cogan Bonelli Group

Merrill Lynch Wealth Management
21215 Burbank Blvd
Woodland Hills, CA 91367
(818) 227-6307
Learn more about an advisor's background on
Whether developing a strong retirement plan for your company or finding financial strategies for your personal wealth management, we provide a personalized approach to helping you meet your goals.
The Cogan Bonelli Group
Merrill Lynch Wealth Management
Welcome

Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, I can help create a strategy as flexible as today's changing market conditions, and I can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. I will work to help you pursue your goals through personalized wealth management strategies.

Videos
Take charge of your financial future
Recognition
Edward Cogan
Senior Vice President, Wealth Management Advisor
Forbes "Best-in-State Wealth Management Teams", 2023-2024
(Published annually in January. Rankings based on data as of March 31 of prior year.)
Forbes "Best-in-State Wealth Advisors", 2024
(Published on April 3, 2024. Rankings based on data as of June 30, 2023.)
Show more recognition
The Cogan Bonelli Group
Forbes "Best-in-State Wealth Management Teams", 2023-2024
(Published annually in January. Rankings based on data as of March 31 of prior year.)
About Us
Mission Statement

We chose to be part of the financial services industry to help others. This passion to help stems from collective experience and the financial challenges we have watched friends, families or ourselves experience in the past. As witnesses to challenges faced by important people in our lives, we recognized the need for a professional and caring team to help others realize the life they want. Our purpose is to help others define their goals, establish a wealth management strategy centered on their priorities and then help them manage the inevitable changes in life.

Meet Our Team
Edward Joseph Cogan,

CKP®, CPFA™, CPWA®, CRPS™, SE-AWMA™

Senior Vice President, Wealth Management Advisor
818.227.6318
Natasha Bonelli,

CKP®, CPFA™, CRPS™, SE-AWMA™

Senior Vice President, Senior Financial Advisor
818.227.6319
May Guray,

CRPC™

Vice President, Senior Wealth Planner
818.227.6326
Brittney Bell
Assistant Vice President, Wealth Management Associate
818.227.6307
Bertha Valentine
Officer, Wealth Management Client Associate
818.227.6303
Amanda Renee Aiko Louderman
Wealth Management Client Associate
818.227.6301
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Tadeh Baghmouri
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #637498
Merrill Lynch Logo
Ally Bowdoin
Wealth Strategies Advisor
Bank of America, N.A.
Merrill Lynch Logo
Joseph Abinanti
Alternative Investments Regional Specialist
Bank of America, N.A.
About Merrill

Bringing fresh perspectives to your financial life

The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

Sign Up for Perspectives Monthly E-Newsletter
Get the latest investment insights, tips and strategies to help you live your best financial life
Sign Up
C(k)P® is a registered trademark of The Retirement Advisor University, Inc.
Chartered Retirement Plans Specialist™, CRPS™, and the CRPS™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CPWA® and Certified Private Wealth Advisor®. Use of CPWA®, and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for wealth advisors.
Sports & Entertainment Accredited Wealth Management Advisor™, SE-AWMA™, and the SE-AWMA™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.