Stuart Cohen

Stuart started his career as a Wealth Manager in 2012 with Morgan Stanley, after several years there, moved on to Wells Fargo Advisors and then a few years later went Independent with LPL and have been with them since 2019. Having been in the financial industry for 24 years, the last 12 as a Financial Advisor. Growing up in this world with a Mother who has run a highly successful Insurance Brokerage Firm of her own for 43 years in South Florida, Stuart has utilized the interpersonal skills that are the most important part of the Advisor-Client Relationship.

Husband and Father of 3, oldest a recent college graduate, a 16-year-old daughter who is 2 years from college and pursuing a degree in Architectural Engineering and nearing her black belt in Taekwondo.   A 12-year-old son who has been on the JR. PGA team at a local golf course. Stuart’s wife, Jess, is a Senior Artist for a local gaming company and heads up the design for many of the slot machines that are around town and casinos in the US and Asia.

Stuart holds Series 7 and 66 securities licenses with LPL Financial as well as Life & Health insurance licenses.