UBS Wealth Management

Alan Cohen,CFP

Senior Vice Pres-Wealth Managememt

Alan Cohen has more than 25 years of experience in providing financial advice. He joined Shearson Lehman Brothers in 1986.  Mr Cohen ,Senior Vice President-Wealth Management,is a Senior Portfolio Mgr and has earned the firm’s Wealth Advisor designation. Mr Cohen earned the CFP (certified financial planner ) designation in 1998. An extensive program for adviors who have high proficiency in areas including estate planning,retirement,education,insurance as well as investment planning. Experienced in all areas of financial plans;including retirement and college planning.

6 Theal Ct
Somers, NY 10589 

Website

212-626-8866

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