Steven J Cohen, CPM®
Executive Director,
Financial Advisor,
Senior Portfolio Management Director,
Financial Planning Specialist
Direct:
(856) 222-4546(856) 222-4546
Toll-Free:
(800) 682-0855(800) 682-0855
My Mission Statement
Working with you to help preserve and grow wealth for your long-term goals
Morgan Stanley
Currently, I serve as a Senior Vice President, Financial Advisor in the Mt. Laurel, New Jersey office. I have been with Smith Barney and predecessor firms since entering the industry in 1986. My wife, Leslie, and I currently reside in Cherry Hill, and we have two daughters, three granddaughters, and a grandson. My eldest daughter, Jamie and her husband Michael have two children, daughter Haylee Brooke and son Jaxson; and they reside in Coral Springs, FL. My youngest daughter, Andrea and her wife Kristina have two daughters; Meredith Joy and Angelina Belle; and they reside in Union, NJ.
After attaining my Bachelor’s Degree from Rutgers University, I worked as an audit supervisor at Alexander Grant & Co., and I was the owner/operator of Sunshine Carpet Company. In addition, I am a member of The South Jersey and The Bethel Men’s Clubs. My professional center of attention is overall wealth management for my clients with a team approach. We, as a team, are proactive with our clientele in establishing genuine relationships, defining goals and objectives, developing financial plans, communicating, monitoring, servicing, and educating our clients within all aspects of portfolio management. Our team is committed to constant education and professional development. We provide a plethora of services to our clients; some areas are more concentrated than others. For example, protecting and preserving assets through retirement, education planning, estate planning, stock options and executive services, corporate retirement planning, and portfolio management. I construct several portfolio models: equities, ETFs, bonds, and mutual funds. These portfolios are tailored to each client and their specific needs. I like to continuously build my client base through prospecting and referrals.
I have been a member of the Portfolio Management Institute since 2006. I am member of the inaugural class of Certified Portfolio Management (Columbia University) in 2009. I have served on the PMI Board of Directors since 2008.
Whether our clients have accumulated their wealth during a successful career, from selling a business, or a family inheritance, our experience in managing, building, and preserving wealth allows clients to pursue the goals in life that matter most to them. We believe that true financial success is achieved when your wealth enables you to reach your personal goals. We truly care about making a positive difference in the lives of clients. By being a client resource on all wealth matters, along with our experience and personal attention, our team’s approach to wealth management is comprehensive with the highest standard of service. We work with our clients to help them preserve and grow their wealth, relying on the insights of seasoned investment professionals, a premier trading and execution platform, and a full spectrum of investment choices.
If you would like to learn more about our process and services, please contact us.
After attaining my Bachelor’s Degree from Rutgers University, I worked as an audit supervisor at Alexander Grant & Co., and I was the owner/operator of Sunshine Carpet Company. In addition, I am a member of The South Jersey and The Bethel Men’s Clubs. My professional center of attention is overall wealth management for my clients with a team approach. We, as a team, are proactive with our clientele in establishing genuine relationships, defining goals and objectives, developing financial plans, communicating, monitoring, servicing, and educating our clients within all aspects of portfolio management. Our team is committed to constant education and professional development. We provide a plethora of services to our clients; some areas are more concentrated than others. For example, protecting and preserving assets through retirement, education planning, estate planning, stock options and executive services, corporate retirement planning, and portfolio management. I construct several portfolio models: equities, ETFs, bonds, and mutual funds. These portfolios are tailored to each client and their specific needs. I like to continuously build my client base through prospecting and referrals.
I have been a member of the Portfolio Management Institute since 2006. I am member of the inaugural class of Certified Portfolio Management (Columbia University) in 2009. I have served on the PMI Board of Directors since 2008.
Whether our clients have accumulated their wealth during a successful career, from selling a business, or a family inheritance, our experience in managing, building, and preserving wealth allows clients to pursue the goals in life that matter most to them. We believe that true financial success is achieved when your wealth enables you to reach your personal goals. We truly care about making a positive difference in the lives of clients. By being a client resource on all wealth matters, along with our experience and personal attention, our team’s approach to wealth management is comprehensive with the highest standard of service. We work with our clients to help them preserve and grow their wealth, relying on the insights of seasoned investment professionals, a premier trading and execution platform, and a full spectrum of investment choices.
If you would like to learn more about our process and services, please contact us.
Securities Agent: CT, CA, WA, UT, CO, NC, MO, IL, TX, NY, MN, IN, NH, MI, AZ, GA, WY, VT, SC, NJ, AR, PA, MS, LA, WI, TN, MD, MA, FL, DE, DC, VA; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1390913
CA Insurance License #: #OB60944
NMLS#: 1390913
CA Insurance License #: #OB60944
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Education
- B.A. Rutgers University - 1977
- Corporate Client Group Director, 1993
- Series 7, 1986
- Series 31, 1995
- Series 65 - Investment Advisory Agent, 1992
- Financial Planning Specialist Designation
- Portfolio Management Certification
- Certified Portfolio Manager
Experience
1986 - Present: Morgan Stanley* & Predecessor Firms
Senior Vice President
Certified Portfolio Manager (Columbia University)
Corporate Client Group Director
Financial Planning Specialist
Mount Laurel, NJ
Certified Portfolio Manager (Columbia University)
Corporate Client Group Director
Financial Planning Specialist
Mount Laurel, NJ
1981 - 1986: Sunshine Carpet Co.
Owner/Operator
Moorestown, NJ
Moorestown, NJ
1977 - 1981: Alexander Grant & Co., CPA
Audit Supervisor
Philadelphia, PA
Philadelphia, PA
Client Service Team
Rachel Charles, Financial Planning Associate - Assistant Vice President, Portfolio Management Associate
Phone:
(856) 222-4564(856) 222-4564
Email:rachel.s.charles@morganstanley.com
Rachel currently holds the position of Portfolio Management Associate and serves as our senior administrator of the Cohen Kraus Yoder Favoroso Group. She has been with Morgan Stanley and predecessor firms since 2001; where she began working with Steve as a Registered Client Service Associate. She is passionate about providing excellent service, attention to detail and her responsiveness provides clients with confidence. She is responsible for overseeing the team’s operations and development, managing client relationships, coordinates and manages our client service model. Rachel brings a wealth of knowledge and experience to her role; enabling her to build and solidify a strong understanding of each client’s background, preferences and needs. She is uniquely qualified to provide a strong array of services to the team with her extensive knowledge of the firm’s operations and our clientele that allows her to align resources while providing exceptional customer service.
Rachel is an avid learner and maintains her FINRA Series 7, 63, 65, 9, and 10 licenses. Additionally, she has completed the firm’s management training program, Portfolio Management and Financial Planning training. Recently she is a member of Southern New Jersey Complex Elite Program and in 2023 she was promoted to Assistant Vice President. She earned her B.S. degree in Business Administration/Human Resources Management from Thomas Edison State University in 2009; she has continued her education and has attained a M.S. Degree in Human Resources Management, a Master of Public Service Leadership Degree, a B.A. Degree in Sociology, and a Master of Public Health degree from Drexel University.
Outside of work, Rachel lives in Philadelphia. She is a proud mother of 2 adult sons, enjoys spending time with her family, sporting events, shopping, and a passion for all shoes.
Rachel is an avid learner and maintains her FINRA Series 7, 63, 65, 9, and 10 licenses. Additionally, she has completed the firm’s management training program, Portfolio Management and Financial Planning training. Recently she is a member of Southern New Jersey Complex Elite Program and in 2023 she was promoted to Assistant Vice President. She earned her B.S. degree in Business Administration/Human Resources Management from Thomas Edison State University in 2009; she has continued her education and has attained a M.S. Degree in Human Resources Management, a Master of Public Service Leadership Degree, a B.A. Degree in Sociology, and a Master of Public Health degree from Drexel University.
Outside of work, Rachel lives in Philadelphia. She is a proud mother of 2 adult sons, enjoys spending time with her family, sporting events, shopping, and a passion for all shoes.
Michael Slattery - Registered Client Service Associate
Phone:
(856) 222-4561(856) 222-4561
Email:michael.t.slattery@morganstanley.com
Mike has been with Morgan Stanley for over 10 years. He is responsible for overseeing our Client Management System, providing reports and materials to keep clients informed. He is often the first line of contact on a wide range of client services and handles most of our day-to-day client requests including establishing new accounts, maintaining existing accounts, distributing funds and answering questions. A consummate professional, he is committed to providing each client with the highest level of personal service.
From the largest task to the smallest request, Mike works diligently to exceed client expectations. His core responsibilities are essential to enabling the team to carry out its mission of helping financially successful individuals and families plan, invest and lead fulfilling lives.
Mike earned his B.A. degree in Economics and Business from Lafayette College and maintains his FINRA Series 7 and 66 licenses. Outside of the office, he loves playing golf, is a Philly Sports enthusiast, and enjoys spending time with his family at the Jersey Shore.
From the largest task to the smallest request, Mike works diligently to exceed client expectations. His core responsibilities are essential to enabling the team to carry out its mission of helping financially successful individuals and families plan, invest and lead fulfilling lives.
Mike earned his B.A. degree in Economics and Business from Lafayette College and maintains his FINRA Series 7 and 66 licenses. Outside of the office, he loves playing golf, is a Philly Sports enthusiast, and enjoys spending time with his family at the Jersey Shore.
Location
330 Fellowship Rd
Ste 400
Mount Laurel, NJ 08054
US
Direct:
(856) 222-4546(856) 222-4546
Toll-Free:
(800) 682-0855(800) 682-0855
Fax:
(609) 488-4796(609) 488-4796
Wealth Management
From My Desk
Do You Know Where All Your Retirement Savings Are?
Wealth Management
Global Investment Office
Portfolio Insights
Retirement
Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
Investing
Working closely with you to guide your wealth and investments through the most challenging market cycles.
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Family
Creating customized financial strategies for the challenges that today’s families face.
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
Are You Prepared for Tax Day?
Article Image
Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
Article Image
Philanthropy
Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
Donor Advised Funds: A Smart Way to Manage Your Giving
Article Image
Ready to start a conversation? Contact Steven J Cohen today.
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
2Investors should consider many factors before deciding which 529 plan is appropriate. Some of these factors include: the Plan’s investment options and the historical investment performance of these options, the Plan’s flexibility and features, the reputation and expertise of the Plan’s investment manager, Plan contribution limits and the federal and state tax benefits associated with an investment in the Plan. Some states, for example, offer favorable tax treatment and other benefits to their residents only if they invest in the state’s own Qualified Tuition Program. Investors should determine their home state’s tax treatment of 529 plans when considering whether to choose an in-state or out-of-state plan. Investors should consult with their tax or legal advisor before investing in any 529 Plan or contact their state tax division for more information. Morgan Stanley Smith Barney LLC does not provide tax and/or legal advice. Investors should review a Program Disclosure Statement, which contains more information on investment options, risk factors, fees and expenses and possible tax consequences.
3Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
4Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.
5When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
6Participating in a new issue/syndicate is subject to availability. IPOs are highly speculative and may not be appropriate for all investors because they lack a stock-trading history and usually involve smaller and newer companies that tend to have limited operating histories, less-experienced management teams, and fewer products or customers. Also, the offering price of an IPO reflects a negotiated estimate as to the value of the company, which may bear little relationship to the trading price of the securities, and it is not uncommon for the closing price of the shares shortly after the IPO to be well above or below the offering price.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
2Investors should consider many factors before deciding which 529 plan is appropriate. Some of these factors include: the Plan’s investment options and the historical investment performance of these options, the Plan’s flexibility and features, the reputation and expertise of the Plan’s investment manager, Plan contribution limits and the federal and state tax benefits associated with an investment in the Plan. Some states, for example, offer favorable tax treatment and other benefits to their residents only if they invest in the state’s own Qualified Tuition Program. Investors should determine their home state’s tax treatment of 529 plans when considering whether to choose an in-state or out-of-state plan. Investors should consult with their tax or legal advisor before investing in any 529 Plan or contact their state tax division for more information. Morgan Stanley Smith Barney LLC does not provide tax and/or legal advice. Investors should review a Program Disclosure Statement, which contains more information on investment options, risk factors, fees and expenses and possible tax consequences.
3Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
4Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.
5When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
6Participating in a new issue/syndicate is subject to availability. IPOs are highly speculative and may not be appropriate for all investors because they lack a stock-trading history and usually involve smaller and newer companies that tend to have limited operating histories, less-experienced management teams, and fewer products or customers. Also, the offering price of an IPO reflects a negotiated estimate as to the value of the company, which may bear little relationship to the trading price of the securities, and it is not uncommon for the closing price of the shares shortly after the IPO to be well above or below the offering price.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
CRC 6491812 (04/2024)
