Matt Cohen
Relationship Manager @West Financial Services, Inc
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WORK HISTORY
Relationship Manager @West Financial Services, Inc
EDUCATION
University of Maryland Baltimore County
Bachelor of Arts (B.A.), Economics
ABOUT MATT COHEN
I consider myself to be a passionate investment services professional and an advocate for the financial well-being of my clients. I strive to be that “first phone call” to help clients address a variety of financial and estate related questions, including gifting strategies.As a relationship manager at West Financial Services, I provide financial planning services and investment management to clients, and I lead a team of skilled practitioners who are instrumental in executing a successful financial plan. I specialize in turning a lifetime of savings and hard work into a reliable income stream for clients nearing and in retirement. In addition, as an “elder millennial,” I have firsthand knowledge of the financial issues facing this large generation and I work closely with many younger clients who are accumulating assets - often advising and educating multiple generations of families.
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