David Cohn

Senior Financial Advisor Financial Planner @Cambridge Investment Research, Inc.

As a Registered Representative and lead financial advisor, I manage a multi-faceted and complex book of business. I conduct corporate strategic planning for business owners and provide long-term financial planning and financial solutions for high-net-worth individuals. In my role as a Family Office Advisor, I work closely with financial philanthropic donors. As a Member of the Investment Committee for portfolio management, I exercise business and account leadership. By coaching and mentoring junior staff for clients of WealthPlanners, LLC, I promote employee engagement and ensure business continuity. Please see below for a few key accomplishments. Achieved and maintained a 99% customer retention rate during tenure at the company by providing best-in-class customer service. Generated significant YOY new business. Attained General Securities Principal License (Series 24) and expanded the company’s bench strength to ensure compliance with financial responsibilities. Recognized as a subject-matter expert for less experienced staff, assisting with architecting the foundation of financial plans and investment strategies and serving as a compliance resource. Upheld the company’s reputation for superior performance by consistently providing clients with excellent financial advice. Mentored and empowered junior staff on complex financial issues to position the employees and the company for future success.