Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Sharon Cohen CRPC® CDFA™
Senior Financial Advisor
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 email@example.com.
*Chartered Retirement Planning Counselor and CRPC® are registered service marks of the College for Financial Planning.
*Certified Divorce Financial Analyst® and CDFA® are trademarks of The Institute for Divorce Financial Analysts™.
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.
University of Maryland
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
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.
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.
Wealth Management Banking Specialist
We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
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.
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.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
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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.
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.
We put you first, every day.
We get to know you and your family, your financial situation and what matters most to you.
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.
We will work to help you stay on track, regardless of what the markets are doing.