Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
The Cohen Group was formed when Jessica decided to join her father at Merrill Lynch Wealth Management in 2014 after working as a CPA at Ernst & Young, LLP.
With over 50 years of financial experience, we know that no two clients are the same. Our mission is to provide customized financial services, offering both a boutique-like experience while also enjoying a broad array of financial services provided through Merrill Lynch Wealth Management and the banking convenience of Bank of America, N.A.
As professionals dedicated to your growth, we want to know about you. Please tell us about your financial goals, what is important to you, and what is on your mind. We can work together to help you progress toward your goals.
Jessica W. Cohen, CRPC®, CFP®
First Vice President, Wealth Management Advisor
Jessica holds the CERTIFIED FINANCIAL PLANNER™ certification issued by the Certified Financial Planner Board of Standards, Inc. in addition to the Chartered Retirement Planning Counselor℠ (CRPC®) designation. Jessica is pleased to announce that she was named to the Forbes "Best-in-State Next-Generation Wealth Advisors" list in 2019.* She graduated with distinction from Goizueta Business School at Emory University with a Bachelor of Business Administration in both finance and accounting before receiving her Master of Accountancy from University of Nevada, Las Vegas. She started her career at Ernst & Young, LLP as a CPA before joining her father at Merrill Lynch Wealth Management.
Jessica enjoys working with her clients of all ages to focus on financial matters affecting them. She discusses different life events with clients, whether it be retirement, education planning, asset accumulation, large purchase or recurring spending, long term care and life insurance, and budgeting. She also focuses on debt and liability management to establish home financing through Bank of America, N.A. (NMLS 1231341) With a background in accounting, Jessica can work with your CPA to assist them with any financial investment questions. When it comes to business owners, she works with business owners to develop appropriate retirement plan strategies, manage cash reserves or cash accumulation, discuss key employee insurance, acquire business loans, and sell their businesses.
Jessica holds an active CPA license and stays abreast of current topics through continuing education, although she does not provide tax advice in her role with Merrill.
Certified Financial Planner Board of Standards, Inc. owns the certification marks CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
CRPC® and Chartered Retirement Planning Counselor(SM) are registered service marks of the College for Financial Planning.
*Source: Forbes "Best-in-State Next-Generation Wealth Advisors" list, September 4, 2019. For more information about the selection criteria, go to http://details-he.re/8ny9H7 . Forbes is a trademark of Forbes Media LLC. All rights reserved. These rankings and ratings are not representative nor indicative of any one client’s experience, future performance, or investment outcome and such rankings should not be construed as an endorsement of the advisor.
Gary M. Cohen
First Vice President; Senior Relationship Manager
Gary is a First Vice President and Senior Relationship Manager. He started his career at Merrill Lynch Wealth Management in 1976 in Pittsburgh, PA after graduating from Pennsylvania State University with a Bachelor of Science in Business Management- Marketing & Business Logistics. Gary relocated to Las Vegas, NV in 2003 with his wife, children, and dogs.
His experience gives him a better understanding of all facets of the financial service industry. Gary helps clients reach financial goals by listening, determining their needs, and employing a disciplined approach toward planning, investment, and money management.
He focuses on providing investors and businesses with personally customized goals based wealth management strategies, including asset and liability management services related to: financial, educational, retirement, estate planning, and trust company services. Gary also provides recommendations to clients through creative home financing (NMLS#556915), lending, and commercial financing offered through Bank of America, N.A. Gary customizes security selections for clients while also teaming with institutional asset managers for further asset diversification. Gary focuses on providing individualized tax-free income securities through a selection of customized municipal bond portfolios. He additionally enhances his financial education through hands-on experience and continuing education courses.
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.
English & German
University of Nevada - Las Vegas
Forbes "Best-in-State Next Generation Wealth Advisors"
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.
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
Bank of America, N.A.
Senior Wealth Management Lending Officer
Bank of America, N.A.
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 periodically 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.
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
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.