The best time to talk to a Merrill Advisor?  Yesterday.
The best time to talk to a Merrill Advisor? Yesterday.

For over 100 years and through countless market turns, we’ve seen it all. With world class insights, cutting-edge technology and a personalized plan, we can help you get to the other side. Don't just ride it out. Ride with the bull. Ride with Merrill.

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Profile

Sharon Cohen CRPC® CDFA™
Senior Financial Advisor
Vice President

As a Merrill Senior Financial Advisor, Sharon’s focus is on meeting the many financial needs of clients. Her mission is to help clients preserve and grow their wealth and minimize their risk. She accomplishes this goal by building relationships that are based on trust and by providing sound professional advice and guidance and impeccable service.

Clients come to Sharon because:

1. Sharon is interested in long term relationships. She serves as a strategist, helping clients understand how long-term decisions can shape their approach to wealth accumulation.

2. She develops wealth management strategies and reviews them to help give clients the best chance of achieving their goals.

3. She is knowledgeable and clearly explains to clients the many investment opportunities, the ever changing market conditions, and their portfolio returns.

4. Although she does not provide legal or tax advice, she works closely with her clients other advisors to help ensure that clients understand the financial impact of their tax and legal situations / decisions.


After graduating the University of Maryland with a Finance degree, Sharon worked in the banking sector for over a decade. Sharon has been with Merrill and its predecessor firms since 2002. Sharon, her husband Larry and their two children live in Deerfield, Illinois. In her time away from assisting her clients, Sharon can be found watching her children’s sporting events or taking long walks with her dog.
Please consider sitting down to review your biggest financial concerns - and explore real solutions. Please feel free to contact Sharon with questions you may have by calling (847) 780-0513 or emailing Sharon at sharon.cohen@ml.com.


I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.

  • LANGUAGES

    English

  • EDUCATION

    University of Maryland

Professional Staff

Supported by the global resources of Merrill, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.

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.

Allen Reece

Wealth Strategist

Merrill

Gregg Baker

Wealth Management Banking Specialist

Merrill

Past Events

Market Outlook 2022

March 9th, 2022|5:00 PM - 6:00 PM CST

Wednesday, March 9, 2022

5 p.m. – 6 p.m. Central | 6 p.m. – 7 p.m. Eastern

Join us as the Chief Investment Office (CIO) shares what’s in store for the markets, economy and emerging themes to watch in 2022.

Key Insights will Include:
·         Where the economy, inflation and policy could be headed
·         The outlook for equities, fixed income and the longer-term investment landscape
·         Approaches to their portfolio ideas and strategies as they navigate 2022


Click here   to reserve your place for this exclusive, live virtual event by Wednesday, March 9 by at 4:30 p.m. Central | 5:30 p.m. Eastern

Webcast details will be provided upon registration.

    Summer Time Grilling with Pitmaster Rodney Scott

    June 16th, 2022|5:00 PM - 6:00 PM CST

    Get the grills ready for this virtual lesson on BBQ with Chef Rodney Scott! Famous for his craft and passion for whole-hog BBQ, Chef Scott will share his techniques in grilling some delicious summer BBQ just in time for Father’s Day. A week prior to the event, all registered attendees will receive a list of ingredients and the recipes if you’d like to cook alongside the James Beard Award winning chef and legendary Pitmaster.

    click here  by June 15, 2022 to reserve your place for this exclusive, live virtual event.

      Where do we begin? It starts with you.

      At Merrill Lynch Wealth Management, your financial advisor focuses on the things you care about most- family, goals and priorities - even as they change over the years.

      Understanding Your Life

      Welcome

      My mission is to understand you and what matters most to you. To take the time, to ask hard, smart questions and to listen carefully, then to understand, in great detail, exactly where your wealth stands today, and where you’d like it to be tomorrow. I help you design and implement a customized wealth management approach that helps you and your family pursue your personal financial goals while helping manage investment risk. My wealth management approach is about using wealth to help turn goals into reality.

      Philosophy

      I believe the best financial approach is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Worried about managing future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? With access to the investment insights of Merrill and the banking convenience of Bank of America, I will work with you to develop an approach designed to help address your financial needs.

      Approach

      I begin every relationship with a conversation, helping you identify and prioritize which goals matter most to you. Whether it's transferring wealth to the next generation, customizing your financial approach to help you pursue your passions, or providing advice and guidance to help you stay informed, I start by listening to learn more about you and your family.

      Drawing upon research in the field of behavioral finance, Merrill developed the Investment Personality Assessment to help me get to know you better as an investor and help you refine your investing preferences. Together, I can help customize your investment approach. Using an understanding of your priorities and investment personality as a foundation, I help you access the full breadth of resources from Bank of America’s banking products and services and Merrill’s investment insights to address all aspects of your financial life.

      Capabilities

      My process is designed to help deliver a customized, consistent experience to assist clients not only in wealth accumulation and preservation, but in areas that go beyond investments. My ability to provide access to the investment insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience and lending solutions of Bank of America offers a way to help clients manage all of the pieces of their financial lives. I view myself as a financial resource, helping clients with potential solutions for transferring wealth to the younger generation.

      Trust and fiduciary services are provided by Bank of America Private Bank, a division of Bank of America, N.A., Member FDIC, and a wholly owned subsidiary of Bank of America Corporation (“BofA Corp.”).

      Focus On Individuals, Families and Small Businesses

      I believe that financial success can be achieved when you’re able to make investment-related decisions and trade-offs that can help you reach personally meaningful goals. So whether you’re planning your retirement, saving to buy a home or fund a child’s education, I start by getting to know you and how you feel about the following seven life priorities.

      • Health: Managing healthcare expenses, now and in the future
      • Home: Upsizing, downsizing, remodeling or buying a vacation home
      • Family: Taking care of your family and other people in your life
      • Leisure: Spending your free time in meaningful ways
      • Giving: Volunteering, mentoring others and giving to charities
      • Work: Working in retirement, selling or starting a business
      • Finance: Bringing it all together and defining your financial goals

      This material should be regarded as general or educational information on healthcare or Social Security considerations and is not intended to provide specific healthcare or social security advice. If you have questions regarding your particular situation, please contact your legal or tax advisor.

      Your approach to investing

      Drawing upon research in the field of behavioral finance, Merrill developed the Investment Personality Assessment to help us get to know you better as an investor and potentially help you refine your own investing preferences. By gaining a deeper understanding of how you think and feel about investing through this assessment, we can customize the financial approach we develop together to help you pursue what matters most to you. Our Investment Personality Assessment is one of the ways to help us get to know you - to understand your goals and priorities. These questions will help us provide you with additional insights and resources.

      Understanding your goals and priorities

      Your life and goals change. We have tools to help you keep track of these changes so they can be reflected in your financial approach.

      Staying on Track

      We understand that both your life and the financial markets can change over time. By checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.



      Reviews to help you
      stay on track

      We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.



        Changes in your life
        and to your goals

        Your life and goals change. As these changes occur, we can update your approach to reflect them.

        #DigitalMerrill

        MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.

        Your advisor is a click away within our site or mobile apps

        You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features

        Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool

          Let’s Have a Conversation

          Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.

          Why Merrill?

          As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.


          Merrill_Capabilities_Brochure.png

          We put you first, every day.
          Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch Wealth Management Advisor.



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          Transcript of Video 

          No question too big or moment too small

          For every question you have, every decision you make and every answer you need, we are with you to listen and help guide you along the many paths your life can take. Watch this video to see some questions we can address together.

          Personalized advice from a dedicated financial advisor.

          We get to know you and your family, your financial situation and what matters most to you.

          A comprehensive approach, built around your life’s priorities.

          Drawing from our experience and the best thinking of Merrill, together we will design an approach that reflects your unique needs, priorities and financial situation.

          Adjusting your investment approach as your life and the markets change.

          We will work to help you stay on track, regardless of what the markets are doing.