Leigh Cohen

Leigh Cohen Email and Phone Number

Managing Director, Private Wealth Advisor @ Merrill Private Wealth Management
new york, new york, united states
Leigh Cohen's Location
New York, United States, United States
Leigh Cohen's Contact Details

Leigh Cohen personal email

n/a
About Leigh Cohen

With over 31 years of wealth management experience, I excel at organizing and streamlining clients' financial lives, so they can focus on the activities and interests they most enjoy.

Leigh Cohen's Current Company Details
Merrill Private Wealth Management

Merrill Private Wealth Management

View
Managing Director, Private Wealth Advisor
new york, new york, united states
Website:
ml.com
Employees:
45157
Leigh Cohen Work Experience Details
  • Merrill Private Wealth Management
    Private Wealth Advisor, Managing Director
    Merrill Private Wealth Management Oct 1991 - Present
    I have broad knowledge and insight for delivering wealth management services to ultra-high-net-worth families. I work to implement client strategies that are tailored to each family's individual needs. I offer clients extensive experience in the following areas:• Customized Wealth Management Planning• Credit and Lending Solutions through Bank of America, N.A.• Trust and Estate Planning Services • Cash and Investment Management• Consolidated Account Reporting*Trust, fiduciary, and investment management services are provided by Bank of America, N.A., Member FDIC, and wholly owned subsidiary of Bank of America Corporation ("BofA Corp."), and its agents.

Leigh Cohen Skills

Estate Planning Strategy Multi Generational Family Wealth Advising Investment Management Corporate Executive Advising

Leigh Cohen Education Details

  • Syracuse University
    Syracuse University
    Bachelor'S Degree

Frequently Asked Questions about Leigh Cohen

What company does Leigh Cohen work for?

Leigh Cohen works for Merrill Private Wealth Management

What is Leigh Cohen's role at the current company?

Leigh Cohen's current role is Managing Director, Private Wealth Advisor.

What is Leigh Cohen's email address?

Leigh Cohen's email address is leigh_cohen@ml.com

What schools did Leigh Cohen attend?

Leigh Cohen attended Syracuse University.

What skills is Leigh Cohen known for?

Leigh Cohen has skills like Estate Planning Strategy, Multi Generational Family Wealth Advising, Investment Management, Corporate Executive Advising.

Who are Leigh Cohen's colleagues?

Leigh Cohen's colleagues are Jeremy Floberg, Theresa Lang, David Madsen, Roxana Menendez, Peter Marbarger, Jenne' Doleac, Cfp®, Awma™, Christian E Tully, Cfp®, Cpfa™.

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