David L. Cohen, CFP ®Wealth Management Advisor
David Cohen was a Phi Beta Kappa at the University of North Carolina-Chapel Hill, and has a degree in Business Administration. In the Jewish community, he served as chairman of the Addlestone Hebrew Academy, president of the Charleston Jewish Federation, president of Synagogue Emanu-El, chairman of the Charleston Israel Bonds committee, President of the JNF, and a board member of ORT.
In the general community, he served as a board member of the Trident United Way, Coastal Community Foundation, MUSC Heart and Vascular Board, College of Charleston Jewish Studies Board, Low Country Food Bank, and a member of Rotary International. In business, he was executive vice president and general manager of Coastal Institutional Distributors, vice president and general manager of PYA/Monarch, Inc., and was an account executive at J.C. Bradford and Co. Investment Brokers, Paine Webber, UBS, and Merrill Lynch. He is also a Certified Financial Planner ™.
Linda and David are the proud parents of Jeffrey & Jody, Randy and Michael.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.