Advisor profile


My approach

Lewis Cohen - My approach photo

What you can expect when you work with me

At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.
When you work with me, you receive:

· 1:1 financial advice based on your goals and needs.

· Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.

· Regular meetings to review your goals, progress and investments.

· Anytime access to your investments and digital tools to help you stay on track.

Feel confident about your financial future.

Lewis Cohen - My approach photo

Areas of focus

  • Investments
  • Retirement Planning Strategies
  • Family Finances
40
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • FINRA Series 7 ,63, & 65 Licensed

Education

  • Bachelor of Science in Business Administration, University of Denver, Denver, Colorado

Interests

* Being with family -- my wife , three kids , granddaughter, grandson and two dogs , outweighs everything else .

* Boating

* Traveling

* Attending sporting events

Community participation

*Support local animal shelters and rights groups such as the Tri County Animal Shelter, Big Dog Animal Shelter and the South Florida Wildlife Center.

*Support organizations which assist the neediest among us.

National Day of Service

Awards & recognition

  • Ameriprise Circle of Success, 2016

I’m here to support you during the COVID-19 outbreak

I remain open for business and am here to help you navigate the volatile markets. I am happy to talk through any concerns or questions you may have, through whatever means are most comfortable for you.