Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
The Cohen Group is a father-daughter team of financial advisors with over 40 years of financial experience. Our mission is to provide customized financial services, offering both a boutique experience while also enjoying a broad array of financial services provided through Merrill Lynch.
Our mission is to build relationships that extend beyond the portfolio. Our concern for families and disciplined investment approach are the skills that clients appreciate the most.
We customize wealth management strategies specifically for you. In accomplishing this, we assess your risk tolerance and then create an overall financial strategy to help you gain comfort over your long-term savings and goals outlook. We then implement the plan by recommending investment strategies appropriate for you that will help you reach your long-term goals.
As professionals dedicated to your growth, we take your unique concerns into account to deliver a plan specific to your needs. We address a range of financial concerns, including individual questions related to: retirement, education, estate planning services (we work with your CPA and attorney), income strategies, and the eventual passing of assets. We also address business questions related to liabilities, liquidity needs, and risk. Join our family and let us help you prepare for your future.
Jessica W. Cohen, CRPC®, CFP®
Global Wealth and Investment Management
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(SM) (CRPC®) designation. She teamed with her father at Merrill Lynch after working for over three years at Ernst & Young, LLP as a CPA. She graduated with distinction from Goizueta Business School at Emory University with a Bachelor of Business Administration in both finance and accounting. She further received a Master of Accountancy from University of Nevada, Las Vegas.
In Jessica's role in The Cohen Group, she focuses on wealth planning by discussing and aligning income and assets with life events such as retirement, education, and large purchases. She further works with individuals on the liability side of the balance sheet to establish home financing (NMLS#1231341) through Bank of America, N.A. She 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 Lynch.
Certified Financial Planner Board of Standards, Inc. owns the certification marks CERTIFIED FINANCIAL PLANNERTM 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.
Gary M. Cohen
First Vice President; Senior Financial Advisor
Global Wealth and Investment Management
Gary is a First Vice President and Senior Consultant. He started his career at Merrill Lynch 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
Personalized advice, disciplined investing and ongoing review can make this a reality.
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.
Internal Insurance Specialist
Senior Wealth Management Lending Officer NMLS # 652629
We offer you access to the investing insights of Merrill, as well as banking, trust and fiduciary services from 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.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
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 strategy, our goal is to help you stay on track to achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
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
*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Merrill Lynch Wealth Management Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage 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 strategy to pursue your goals.
We put you first, every day.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill, we will build a strategy 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.