Rochelle Cohen
Shelley is a Senior Financial Advisor with more than 40 years of experience helping individuals, families, and business owners build, protect, and transition wealth. Her background spans equities, fixed income, hedge funds, private equity, and derivatives—allowing her to design sophisticated, goals‑based strategies tailored to each client’s financial life.
Leveraging the combined capabilities of Merrill Lynch Wealth Management and Bank of America, Shelley provides a comprehensive suite of potential solutions, including wealth and investment management, customized lending for individuals and businesses, retirement planning, and trust and estate strategy consultation. Her approach is collaborative and highly personalized: She help clients clarify priorities, organize their financial affairs, and develop long‑term plans that support liquidity today and financial security for the future.
Wealth planning is never one‑and‑done. Markets shift, life changes, and strategies need to evolve. Shelley works closely with clients to review and refine their plans, structure resilient portfolios, establish retirement strategies, and coordinate estate and tax considerations. She regularly partner with accountants, attorneys, and insurance professionals to ensure each client receives holistic, well‑integrated advice.
After four decades in financial services, she has learned that clarity, consistency, and thoughtful guidance make all the difference. The goal is to deliver that level of insight and stewardship to every client relationship.
Outside of work, Shelley enjoys spending time with my family, cooking and trying new restaurants, playing golf, going to the movies, and listening to great music.
"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.
