Distinctions that help us serve you

Our goal is to go above and beyond for our clients, to do what is best for them and pursue the most optimal outcomes. It involves a lot of hard work and smart strategizing on our part, but we are always up to the challenge and enjoy doing so.

We have built a team of financial professionals to serve your needs at a high level, augmenting our own capabilities with a network of wealth planning professionals at the Raymond James home office.

Our planning processes and cutting-edge technology have been built and refined to provide a more efficient workflow.

The multigenerational makeup of our team helps us address every need at each stage of life and create a relatable experience for every generation and member of your family.

Our focus extends far beyond just the management of investments to include the many essential financial matters in your life. We work with and coordinate with other trusted professionals, such as your business manager, CPA and estate attorney, to help ensure more cohesive and comprehensive planning.

It’s all purposely designed to provide the comprehensive wealth management and sophisticated financial planning you expect and deserve.

Our Accolades

As we strive for excellence in everything we do, it affirms our efforts when we receive recognition from our peers and industry – which we are proud to share with you.

  • Financial Times Top 400 Financial Advisors 20201 – Benjamin Cohen
  • Forbes Best in State Wealth Advisors 2020, 2021, 2022, 20232 – Benjamin Cohen
  • Raymond James Global Top 50 20203 and 20234 – Benjamin Cohen
  • Raymond James Pride Financial Advisors Network 2021 Ally Award5 – Benjamin Cohen

2022 Tampa Bay Business Journal Business of Pride – Ally Company: Submissions were reviewed by the Tampa Bay Business Journal Editorial Board based on each company’s ability to be proactive in its mission to be inclusive and supportive of the LGBTQ+ community in the past year.

Raymond James is not affiliated with the above organizations and/or charitable causes.

We are gratified to work with several generations of the many families we serve.
Cohen Financial Management

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Cohen Financial Management of Raymond James

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.

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Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.