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Shaun Cosby
Resident Director, Senior Vice President @Merrill Lynch
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WORK HISTORY
Resident Director, Senior Vice President @Merrill Lynch
Our Approach Planning for retirement can be exciting but it can also be daunting. Whether you already are retired or want to start planning for that phase in your life, The Comer/Cosby Group can help you develop a wealth management strategy designed to pursue the retirement that you envision for yourself and your family. With deep experience in the area of retirement planning, we can help you preserve the wealth you\'ve already worked hard to accumulate and explore ways to continue growing your assets. We will help you define your goals, project spending based on how you want to live in retirement and determine what income requirements will be necessary to achieve that lifestyle. We will review your current investments and retirement assets including IRAs and qualified retirement plans like 401(k), 403(b), pension or stock option plans. We can then determine what additional contributions you may need to help meet both your short and long term goals. We also offer assistance in the areas of estate planning and trust services to round out your retirement planning strategy. Our Clients The Comer/Cosby Group works with a select number of clients who are serious about planning for their retirement years. By dedicating ourselves to a distinct group with such direct vision, we are able to devote significant time, concentration and resources to each client. We develop meaningful relationships with our clients and deliver personalized service derived from thoughtful attention. We are committed to providing the highest level of client care as we offer the personal attention of a boutique firm, backed by the strength of a global financial services company.*Trust, fiduciary, and investment management services are provided by Bank of America, N.A, Member FDIC, and wholly owned subsidiary of Bank of America Corporation (\"BofA Corp.\"), and its agents.
EDUCATION
University of Alabama System
Bachelor's Degree
ABOUT SHAUN COSBY
Growing up in a hard working honest middle class family created a deep desire motivating Shaun to help clients meet the goals that are most important to them. It is this passion that drives Shaun each day both inside and outside the office. Shaun holds the CERTIFIED FINANCIAL PLANNER™ CFP® certification awarded by the Certified Financial Planner Board of Standards, Inc. as well as the Chartered Retirement Planning Counselor℠ CRPC® designation. He graduated from the University of Alabama at Birmingham with a Bachelor\'s degree in Social and Behavioral Sciences. Shaun is also a qualified Portfolio Manager who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by building and managing his own personalized or defined strategies, which may incorporate individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. When servicing clients through the firm\'s Investment Advisory Program, a Portfolio Manager may manage his strategies on a discretionary basis. Volunteerism is an important part of Shaun\'s life. He serves on the Board of Directors for Easter Seals of Alabama, and is also a member of the Merrill Christian Focus Group. He and his wife serve in various ministries at their church in Homewood, including first impressions, administration and foreign missions. Shaun enjoys exercising and traveling. He and his wife, Ashley, and their son, Owen, live in Hoover, Alabama. Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S, which it awards to individuals who successfully complete CFP Board\'s initial and ongoing certification requirements. The College for Financial Planning Institutes Corp. owns the service marks Chartered Retirement Planning Counselor℠, CRPC®, and the CRPC® logo, and the certification marks Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo.
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