At Stavis & Cohen Financial, we provide families with the guidance, resources and support required to address complex financial and estate matters. Essentially, we help families develop and implement the plans necessary to achieve lifetime and multi-generational goals.

Our team includes experts in every aspect of the planning, investment and service process. We have the depth and breadth of knowledge and experience to help you maximize your opportunities and bring value to your life.

Learn more about the background of our investment professionals on FINRA’s BrokerCheck website

*Registered Representative offering securities through FSC Securities Corporation, member FINRA/SIPC. **Registered Representative offering securities through FSC Investment Advisor Representative of Stavis & Cohen Financial, a Registered Investment Advisor not affiliated with FSC Securities Corporation.

 

Founders

Advisory Team

Lead Advisor
  • Allison has more than 25 years of experience in the financial advisory business. Along with financial advising, she...

Chief Business Development Officer
  • ​​​​​​Kyle has more than a decade of experience in private wealth management

  • He is responsible for managing...

Advisor
  • Advisor with Stavis & Cohen Financial who has over ten years of experience in the financial services industry. She is...

Advisor
  • Has over twenty years of experience in the financial services industry.

  • Contributes extensive experience in...

Advisor
  • Has more than two years experience in client service.

  • Volunteered at Junior Achievement and Reading Relay...

Advisor
  • Brings nearly 10 years experience to her role in financial planning, investment management, and estate planning

  • ...

Investment Team

Portfolio Manager
  • Jun is a Portfolio Manager at Stavis & Cohen Financial with ten years of investment experience. 

  • She conducts...

SVP, Investment Operations
  • Brings over 17 years of experience in Financial Services in Houston, Texas

  • Graduated from the University of...

Trader

 

  • Joined the firm in 2018 as an Investment Operations Specialist focusing on daily trading & block trading.

  • ...

Operations and Client Services Team

SVP, Operations
  • Reduces the friction in day-to-day operations at Stavis & Cohen Financial, whether that means troubleshooting a quick...

Marketing Coordinator
  • Originally from Winter Park, Florida

  • Graduated The University of Mississippi with a B.B.A in Marketing and...

Chief of Staff
  • Manages the ever evolving schedule at Stavis & Cohen Financial

  • Served 4 years as a Commissioned Officer in...

Lead Client Service Associate
  • Graduated from Texas Tech University Rawls College of Business with a degree in Business Management in May 2015

  • ...
Client Service Associate
  • Rachel serves as a Client Service Associate, serving each of our clients by assisting each advisor in the firm with...

Client Service Associate
  • Laura is from Narragansett, Rhode Island 
  • She graduated the University of Houston in 2020 with a focus in finance...