The Cohen Group
4242 Six Forks Rd
Raleigh, NC 27609
919.829.2009
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The Cohen Group helps clients organize, manage, and build their wealth through a careful focus on goals-based wealth management and risk-adjusted portfolio 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.

Recognition
Eric Cohen
Senior Vice President, Wealth Management Advisor
Forbes "Best-in-State Wealth Advisors", 2022-2024
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Forbes "Best-in-State Next Generation Wealth Advisors", 2022
(Published on August 3, 2022. Rankings based on data as of March 31, 2022.)
Forbes "Top Next-Generation Wealth Advisors Best-in-State", 2023
(Published on August 8, 2023. Rankings based on data as of March 31, 2023.)
Click here to learn more about advisor recognitions
Meet Our Team
Eric Cohen,

CFP®, CPFA™

Senior Vice President, Wealth Management Advisor
919.829.2009
Bryan Lawless
Officer, Wealth Management Client Associate
919.420.1410
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.
Adam J. Ward
Retirement Specialist
Bank of America, N.A.
Pam D Parker
Wealth Management Banking Specialist
Merrill
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.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.