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Senior Financial AdvisorRICE MILL BUILDING17 LOCKWOOD DRIVE
The Cohen, Cohen and Rogers Team strives to help our clients lead the lives they choose.In order to help our clients achieve their goals, we begin by listening. Once we see the whole picture of what each client wants to accomplish, we work to provide a thorough roadmap to help them achieve their goals. We continue with regular meetings to review the progress. Goals can change, and so can the best road to get there.Whether our clients are looking to purchase a new home, fund a college tuition, or provide a sustained income in their second act (formerly known as retirement), our disciplined approach to maintaining a constant conversation is used to insure that those goals drive every investment decision we make.Goal-oriented investing differs from market driven investing in the way that it remains focused on the hopes, dreams and desires of our clients and their ability to enjoy life, and allows our team to provide strategies. Regardless of the market conditions, our clients’ needs and desires remain constant.Our team commits over 80 years of combined experience to understanding our clients’ dreams and developing the plans to fulfill them.The team is made up of the Financial Advisors Randall Cohen and Francis D. Rogers, Jr. and Investment Associate, David Cohen.
Randall B.(Randy) Cohen, CRPC®Vice PresidentSenior Financial AdvisorRandy Cohen, a Charleston native, graduated from Indiana University in 1993 with a degree in Finance. He began his financial advisory career in Cleveland, Ohio and spent five years working in the Chicago suburbs including over three years managing a branch in Bannockburn, Illinois. Randy returned to Charleston in 1998 to fulfill a lifelong dream of working with his father, David. As of July, 2012, Randy and his family moved back to Chicago and will work in both the Charleston and Northbrook, Illinois offices.Since 1998, Randy has worked on the boards of the Charleston Animal Society, Charleston Jewish Community Center, Brith Sholom Beth Israel Synagogue, The West Ashley Minyan and Addlestone Hebrew Academy. His non-working hours are devoted to his wife, Robyn and their 3 boys, Micah, Judah and Ezra and their golden retriever, Izzy.Randy brings his passion for community, philanthropy and family to every client interaction. When he finds some time, he enjoys Indy Car racing and Indiana University Basketball, a holdover from his years in Indiana.Randy focuses on the whole plan in the client relationship. Randy loves his work with clients and gains great satisfaction from their achievements and milestones.Francis (Frank) D. Rogers, Jr.Vice PresidentSenior Financial Advisor Frank Rogers is a 1957 Distinguished Military Graduate of the Citadel, the Military College of South Carolina. He married the former Eleanor Lucas Gaillard in 1962. They are the proud parents of a son, Francis Drake Rogers III, a daughter, Eleanor Gaillard Rogers Long, six grandsons and one granddaughter.Frank resigned his Regular Commission in the USAF in 1963 and joined the South Carolina Air National Guard and became a “citizen airman”. During his years in the “citizen” portion of his “citizen airman” career, Frank formed an estate planning firm specializing in military and civilian estate planning. In 1977, he joined the regional New York Stock Exchange firm of Frost, Johnson, Read and Smith which was acquired by J.C. Bradford & Co. in 1980. While with J.C. Bradford & Co., he became an Investment Limited Partner and an Investment Vice-President and was awarded their Senior Financial Consultant Designation. Frank is a graduate of the Research & Review Service of America Tax and Business School and the Investment Training Institute, Inc. He has over 50 years experience in the areas of Estate Planning, Annuities, and Insurance and has over 45 years experience in the areas of Mutual Funds, Unit Investment Trusts and Investments.David L. Cohen, CFP®Investment AssociateDavid is a 1963 graduate of the University of North Carolina, Chapel Hill. After a 25-year career in senior management of a multi-state food distribution company, he became a CERTIFIED FINANCIAL PLANNER™ certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. and Financial Advisor in 1989. David’s areas of focus include tax free bonds and financial management for individuals. He also brings his experience as a small business owner to develop financial templates for businesses and business owners.David, and his wife, Linda, have been involved in almost every aspect of the Charleston Jewish Community as well as many in the overall community. Their oldest son, Jeffrey and his wife Jody live in Charleston with their 2 children, Shira and Ethan. Shira is now attending Princeton University. Randy, David’s partner in the firm, and his wife Robyn, recently moved to Skokie, Illinois, with their three young boys, Micah, Judah and Ezra. David and Linda’s youngest son, Michael, is a traveling emergency room registered nurse based in California.Rebecca G. GaleyRegistered Client AssociateRebecca joined Merrill Lynch as a Registered Client Associate in March 2010. She brings over 12 years experience in the financial services and brokerage industry to the team. Rebecca’s passion is client service excellence by helping the Cohen, Cohen, and Roger’s Team achieve their client’s goals.She graduated from California State University at Long Beach with a Bachelor of Arts Degree in Journalism. Rebecca and her husband Rob, welcomed their son Walker in April 2012.*Neither Merrill Lynch nor its Financial Advisors provide tax, accounting or legal advice. Clients should review any planned financial transactions or arrangements that may have tax, accounting or legal implications with their personal professional advisors*Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, 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. *Chartered Retirement Planning CounselorSM and CRPC® are registered service marks of the College for Financial Planning.
Randall Cohen is registered to do business in : AL, CA, CT, DC, FL, GA, IL, KY, MA, MD, MO, MS, NC, NJ, NY, OK, OR, PA, SC, TN, TX, VA, WA, WI
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