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Daniel Cohen, Cfp® Email & Phone Number

Financial Advisor - The Latimer Norton Cohen Group at Morgan Stanley at Morgan Stanley
Location: Yakima County, Washington, United States 7 work roles 1 school
1 work email found @morganstanley.com LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

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Work email d****@morganstanley.com
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Current company
Morgan Stanley
Role
Financial Advisor - The Latimer Norton Cohen Group at Morgan Stanley
Location
Yakima County, Washington, United States
Company size
94640 employees

Who is Daniel Cohen, Cfp®? Overview

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Quick answer

Daniel Cohen, Cfp® is listed as Financial Advisor - The Latimer Norton Cohen Group at Morgan Stanley at Morgan Stanley, a company with 94640 employees, based in Yakima County, Washington, United States. AeroLeads shows a work email signal at morganstanley.com and a matched LinkedIn profile for Daniel Cohen, Cfp®.

Daniel Cohen, Cfp® previously worked as Financial Advisor - The Latimer Norton Cohen Group at Morgan Stanley and Internship at Wells Fargo Advisors. Daniel Cohen, Cfp® holds Bachelor Of Economics, Minor In Political Science from San Diego State University.

Company email context

Email format at Morgan Stanley

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*@morganstanley.com
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AeroLeads found 1 current-domain work email signal for Daniel Cohen, Cfp®. Compare company email patterns before reaching out.

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Profile bio

About Daniel Cohen, Cfp®

Everyone’s goals change throughout their lives, whether it be creating a rainy day fund or establishing a legacy for future generations, as your financial advisor I help navigate these changes.I take into account your goals and strategize ways to help you achieve them, giving you more free time to do what you love. I work closely with families, business owners, and high net worth individuals to help take emotions out of financial decisions.I am happy to connect and provide a consultation and financial plan to discover if you’re on track to reach your goals.NMLS #1776060

Listed skills include Microsoft Excel, Microsoft Word, Powerpoint, Social Media, and 4 others.

Current workplace

Daniel Cohen, Cfp®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Morgan Stanley
Morgan Stanley
Financial Advisor - The Latimer Norton Cohen Group at Morgan Stanley
Washington, United States
Website
morganstanley.com
Employees
94640
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Company profile
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7 roles

Daniel Cohen, Cfp® work experience

A career timeline built from the work history available for this profile.

Financial Advisor - The Latimer Norton Cohen Group At Morgan Stanley

Morgan Stanley

Washington, United States

Financial Advisor - The Latimer Norton Cohen Group

Current
Morgan Stanley

New York, NY, US

© 2022 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not.

Aug 2016 - Present

Internship

Wells Fargo Advisors

St. Louis, Missouri, US

  • Developed qualified leads by cold calling and creating my own call sheets
  • Researched stocks, recorded their 52 week ranges and compared them to market indexes
  • Researched corporations in California on a Bloomberg Terminal
Jun 2015 - Aug 2015

Internship

Wells Fargo Advisors

St. Louis, Missouri, US

  • Developed qualified leads by cold calling and creating my own call sheets
  • Researched stocks, recorded their 52 week ranges and compared them to market indexes
  • Researched corporations in California on a Bloomberg Terminal
Jun 2014 - Aug 2014

Department Stocker And Warehouse Assistant

Costco Wholesale

Seattle, WA, US

  • Stocked shelves in the produce department
  • Assisted Costco members with their shopping experience
Jun 2013 - Aug 2013

Sales Associate

Ups

Atlanta, GA, US

  • Sold office supplies
  • Shipped packages nationally and internationally
Aug 2010 - Feb 2011
Team & coworkers

Colleagues at Morgan Stanley

Other employees you can reach at morganstanley.com. View company contacts for 94640 employees →

DL Demi Lewis Demi Lewis Colleague at Morgan StanleyLondon, England, United Kingdom, United Kingdom View → CL Christine Liu Christine Liu Colleague at Morgan StanleyHong Kong SAR, Hong Kong View → CD C. Daniel Ewell C. Daniel Ewell Colleague at Morgan StanleyUnited States, United States View → AW Anthony Woodcock Anthony Woodcock Colleague at Morgan StanleyBaltimore City County, Maryland, United States, United States View → JV Jack Volker Jack Volker Colleague at Morgan StanleyNew York City Metropolitan Area, United States View → GH Gerald Horn Gerald Horn Colleague at Morgan StanleyBethesda, Maryland, United States, United States View → MS Michael S. Culleton Michael S. Culleton Colleague at Morgan StanleyPortland, Oregon, United States, United States View → EA Evelyn Adlerstein Evelyn Adlerstein Colleague at Morgan StanleyNew York, New York, United States, United States View → MA Margarete A. Margarete A. Colleague at Morgan StanleySan Francisco, California, United States, United States View → KK Kautilya Kautilya Kautilya Kautilya Colleague at Morgan StanleyKerala, India, India View →
1 education record

Daniel Cohen, Cfp® education

  • San Diego State University
    San Diego State University
    Minor In Political Science
FAQ

Frequently asked questions about Daniel Cohen, Cfp®

Quick answers generated from the profile data available on this page.

What company does Daniel Cohen, Cfp® work for?

Daniel Cohen, Cfp® works for Morgan Stanley.

What is Daniel Cohen, Cfp®'s role at Morgan Stanley?

Daniel Cohen, Cfp® is listed as Financial Advisor - The Latimer Norton Cohen Group at Morgan Stanley at Morgan Stanley.

What is Daniel Cohen, Cfp®'s email address?

AeroLeads has found 1 work email signal at @morganstanley.com for Daniel Cohen, Cfp® at Morgan Stanley.

Where is Daniel Cohen, Cfp® based?

Daniel Cohen, Cfp® is based in Yakima County, Washington, United States while working with Morgan Stanley.

What companies has Daniel Cohen, Cfp® worked for?

Daniel Cohen, Cfp® has worked for Morgan Stanley, Wells Fargo Advisors, Costco Wholesale, Stroum Jewish Community Center Of Greater Seattle, and Ups.

Who are Daniel Cohen, Cfp®'s colleagues at Morgan Stanley?

Daniel Cohen, Cfp®'s colleagues at Morgan Stanley include Demi Lewis, Christine Liu, C. Daniel Ewell, Anthony Woodcock, and Jack Volker.

How can I contact Daniel Cohen, Cfp®?

You can use AeroLeads to view verified contact signals for Daniel Cohen, Cfp® at Morgan Stanley, including work email, phone, and LinkedIn data when available.

What schools did Daniel Cohen, Cfp® attend?

Daniel Cohen, Cfp® holds Bachelor Of Economics, Minor In Political Science from San Diego State University.

What skills is Daniel Cohen, Cfp® known for?

Daniel Cohen, Cfp® is listed with skills including Microsoft Excel, Microsoft Word, Powerpoint, Social Media, Sales, Sales Operations, Interpersonal Skills, and Event Planning.

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