Top Financial Advisers 2012
Need help navigating today's economy? We found 13 Main Line experts perfectly suited for this bumpy ride through the recession.
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Cohen & Sutcliffe Group, Morgan Stanley Smith Barney, One Tower Bridge, 100 Front St., Suite 600, West Conshohocken; (610) 260-7385, morganstanley.com/fa/cohensutcliffe
Average AUM per client: $1.01 million
Average number of clients per adviser: 90
Specialties of note: Retirement planning, investment management, comprehensive wealth management, risk management, women’s financial needs, divorce.
As a vice president at Morgan Stanley Smith Barney, Rachel Cohen has made high-net-worth female business owners, professionals and executives a priority. “Women often approach their financial affairs with a lack of confidence,” says Cohen. “I want to help them feel secure and educated.”
Especially when times get tough. “Many women face these needs when they’re going through a divorce,” says Cohen. “So, if they remarry, they’ll be in a more powerful position in their financial lives.”
Cohen serves on the board of the Forum of Executive Women in Philadelphia, and she recognizes the importance of a support system. “By women partnering with each other and educating each other in all areas, we all will succeed,” she says.