Shelley Cohen
Senior Financial Advisor
NMLS #1805489
6965 Yellowstone Blvd
Forest Hills, NY 11375
718.310.2239
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As your Merrill advisor, I can provide you with advice and guidance to help you develop a personalized financial strategy — and help you consider your risk tolerance, time horizon and liquidity needs.
Profile

As an experienced financial advisor with broad-based knowledge of stocks, bonds, hedge funds, private equity, and derivatives, Shelley Cohen utilizes the combined resources of Merrill Lynch Wealth Management and Bank of America so that she is able to provide a wide array of investment and banking services. These services include investment management, individual and business financing, retirement planning, and trust and estate planning consultation.

Shelley works closely with her clients to get their financial affairs in order. She strives to understand their needs and work with them to define their goals and establish plans to meet their current liquidity needs and reach their future goals. Growing net worth and preserving wealth requires consistent oversight. Over time, all plans need to be reviewed and tweaked as things evolve. Creating a budget, structuring investment portfolios, obtaining financing, developing retirement strategies, establishing estate plans, and staying up-to-date on market events is an essential part of the job. Consulting with accountants, attorneys, and insurance agents to brainstorm and address client needs in another. Financial advisors need to understand the pros and cons of implementing different strategies and solutions. After 40 years in financial services, Shelley provides valuable perspective and guidance to the clients that she works with.

When Shelley is not working, she enjoys spending time with her family. She enjoys cooking and although she has some favorites she likes to try new restaurants. Playing golf is one of her favorite activities. She attends a film class, watch lots of movies and tries to go to the theatre regularly. Music is an essential part of her day.



"Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment's investment objectives will be achieved."
About Me
Welcome

As your Merrill advisor, I offer advice and guidance based on your goals and priorities -- for yourself and your family. Our approach to financial planning places you -- not the market -- at the center of our focus. I can help you understand the pros and cons of every potential decision, and help you maintain discipline so you can pursue your most important goals. As your needs or market conditions change, I will continue to collaborate with you and help you organize your financial life so that we can agree upon adjustments to your plan, as needed.

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.
Hazel Zaldivar
Senior Wealth Management Lending Officer
NMLS #767106
Francisco Diaz
Wealth Management Banking Specialist
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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Rochelle Cohen is registered to do business in CA, CT, DC, FL, NJ, NY, TX.