Bradley Cohen
Since entering the business in 2004, Brad has enjoyed coordinating and planning the financial goals of a select group of individuals, families, retirees, and business owners. Early in his career, Brad obtained the CERTIFIED FINANCIAL PLANNER ™certification, a designation awarded by the Certified Financial Planner Board of Standards, Inc. In his spare time, Brad enjoys spending time with his wife, Catherine, and his two sons Miles and Jordan.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
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.
