Executive Director, Financial Advisor, Senior Portfolio Management Director, Financial Planning Specialist
Phone:
(856) 222-4546(856) 222-4546
The Cohen Kraus Yoder Favoroso Group at Morgan Stanley
Direct:
(856) 231-4800(856) 231-4800
Direct:
(610) 408-1900(610) 408-1900
Our Mission Statement
Experience, intellectual capital and dedicated personal service to help you meet your life goals
Welcome
We believe that managing wealth involves far more than managing an investment portfolio. It begins with developing a holistic, comprehensive understanding of who you are and the financial forces at work in your life. It means helping you understand and respond effectively to these forces. And, of course, it means helping you invest your assets in a way that reflects the realities of your life and the uniqueness of your long term goals. As Financial Advisors, we are committed to building a relationship of trust in which we can work closely with you to help you define your objectives, explore alternatives and choose the financial and investment strategies that are most appropriate for you. As our relationship evolves, we hope you will come to regard us as a valued resource and professionals who can help you make a more informed decision on any financial issue.Our most important goal: to help you achieve your objectives, providing guidance that helps your wealth do more for you.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
At Morgan Stanley, we believe that identifying financial solutions begins with a solid understanding of each client’s situation, goals, objectives and risk tolerance. We follow a disciplined process that enables us to work with you to craft a solution that helps to meet your individual financial needs:
Develop a thorough understanding of your financial goals and objectives
Review and analyze your current financial situation
Identify and tailor solutions that can help you meet your individual needs
Implement your customized strategy, including personalized services and benefits
Review your strategy, meeting periodically to discuss your goals and needs
Whatever your financial goal—whether to grow your wealth, preserve it or pass it on to others, you can count on us to help you with a strategy that is:
Personal
Highly individualized and committed to helping you achieve financial success
Flexible
Responsive to changes in your life and in your priorities over time
Comprehensive
Covering a broad array of investment products and services, with preferred benefits tied to your valued status with us
Develop a thorough understanding of your financial goals and objectives
Review and analyze your current financial situation
Identify and tailor solutions that can help you meet your individual needs
Implement your customized strategy, including personalized services and benefits
Review your strategy, meeting periodically to discuss your goals and needs
Whatever your financial goal—whether to grow your wealth, preserve it or pass it on to others, you can count on us to help you with a strategy that is:
Personal
Highly individualized and committed to helping you achieve financial success
Flexible
Responsive to changes in your life and in your priorities over time
Comprehensive
Covering a broad array of investment products and services, with preferred benefits tied to your valued status with us
Location
330 Fellowship Rd
Ste 400
Mt Laurel Township, NJ 08054
US
Direct:
(856) 231-4800(856) 231-4800
899 Cassatt Road
Suite 100
Berwyn, PA 19312
US
Direct:
(610) 408-1900(610) 408-1900
Meet The Cohen Kraus Yoder Favoroso Group
John Warren Kraus
Financial Advisor, Portfolio Management Director
Phone:
(610) 408-1938(610) 408-1938
Robert Yoder
Vice President, Financial Advisor
Phone:
(610) 408-1971(610) 408-1971
Phone:
(856) 231-4801(856) 231-4801
Rachel Charles, Financial Planning Specialist
Assistant Vice President, Portfolio Management Associate
Phone:
(856) 222-4564(856) 222-4564
Michael Slattery
Registered Client Associate
Phone:
(856) 222-4561(856) 222-4561
Cynthia Oranzi
Client Service Associate
Phone:
(856) 222-4526(856) 222-4526
About Steven J Cohen
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
About John Warren Kraus
John has been a Financial Advisor with Morgan Stanley for 36 years. John holds a Bachelor’s of Science Degree from The University of Tennessee and an MBA in Financial Management from Pace University. In John’s spare time, he enjoys playing tennis. John lives in Chester Springs, PA with his wife Ellen.
Securities Agent: IL, WV, NC, WY, NY, DE, MA, MO, MI, MS, MD, NJ, OR, SC, TN, UT, TX, AR, AZ, CO, CT, CA, IN, DC, WI, WA, VT, PA, NH, MN, LA, GA, FL, VA; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1262281
NMLS#: 1262281
About Robert Yoder
Bob has been a Financial Advisor with Morgan Stanley for 34 years. Bob holds a Degree in Finance and Business Management from Bloomsberg University. Bob lives in Glenmoore, PA with his wife Randi and their Daughter Aerin.
Securities Agent: DE, CT, CO, CA, AZ, AR, MS, DC, WY, WV, WI, WA, VT, VA, UT, TX, TN, SC, PA, OR, NY, NJ, NH, NC, MO, MN, MI, MD, MA, LA, IN, IL, GA, FL; General Securities Representative; Investment Advisor Representative
NMLS#: 1370417
NMLS#: 1370417
About Anthony Favoroso
Anthony has been a Financial Advisor with Morgan Stanley for 25 years. Anthony holds a Degree in Finance from Rowan University and enjoys distance running in his spare time. Anthony lives in Moorestown, NJ with his wife Lori their two children Anthony Frederick and Grace Maria.
Securities Agent: LA, IN, CT, WI, CO, WV, TN, MI, MD, TX, NJ, FL, MO, AR, VT, MA, NH, MS, DE, DC, WY, PA, GA, AZ, VA, MN, IL, CA, WA, UT, SC, NY, NC; BM/Supervisor; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1623890
NMLS#: 1623890
About Rachel Charles
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.
About Michael Slattery
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.
About Cynthia Oranzi
Cynthis has been a client service associate with Morgan Stanley since 2021. She has a degree in Finance from Rowan University. Cynthia supports her team by providing reports and material to keep them informed. On her spare time she enjoys hiking, traveling and working out.
Contact Steven J Cohen
Contact John Warren Kraus
Contact Robert Yoder
Contact Anthony Favoroso
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?
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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
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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
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Ready to start a conversation? Contact The Cohen Kraus Yoder Favoroso Group today.
1Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
2Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
3Morgan 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.
4When 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.
5Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
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
2Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
3Morgan 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.
4When 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.
5Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
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)
