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."
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.
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.
