At Stavis & Cohen, 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

 

Founders

Chief Executive Officer and Founder

Deborah Stavis is a Certified Financial Planner® and pioneer in the wealth management advisory business with more than...

Chief Investment Officer and Founder

Eddie Cohen is a Certified Financial Planner® and Chief Investment Officer with more than 35 years of investment...

Advisory Team

Lead Private Wealth Advisor

Duane has over 25 years of experience as a Financial Advisor and almost 35 years of experience as a CPA. He joined...

Lead Private Wealth Advisor and SVP of Advisory Services

Allison has more than 25 years of experience in the financial advisory business. She joined Stavis & Cohen in 2010...

Chief Business Development Officer

​Kyle has more than a decade of experience in private wealth management. He joined Stavis & Cohen in 2014 to lead the...

Lead Private Wealth Advisor

Kayla has over ten years of experience in the financial services industry. She began her career in the Financial...

Lead Private Wealth Advisor

Lay began his career at Stavis & Cohen and now has nearly ten years of experience in the advisory services industry. He...

Advisory Services Manager

Shelli has over 20 years of experience in the Financial Services industry, half of that being with Stavis & Cohen. She...

Private Wealth Advisor

Shala brings nearly ten years experience to her role in financial planning, investment management, and estate planning...

Private Wealth Advisor

Michelle has more than five years of experience in the Financial Services industry. Michelle is extremely passionate in...

Associate I Private Wealth Team

Laura has over one year of financial services industry experience. She began her career at Stavis & Cohen as an intern...

Associate I Private Wealth Team

Alec began his career at Stavis & Cohen as an intern in the summer of 2016 as well as 2019. In April 2021, he joined...

Associate I Private Wealth Team

Lupe has over three years of financial services industry experience. He is passionate about assisting families on their...

Investment Team

SVP, Investment Operations

Diana brings over 17 years of experience in the Financial Services industry. She is proficient in creating process and...

SVP, Investment Management/Portfolio Manager

Jun joined Stavis & Cohen in 2010 and has over ten years of investment experience. Her responsibilities consist of...

Trader

Sital joined Stavis & Cohen in 2018 as an Investment Operations Specialist focusing on daily trading and block trading.

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Tax Planning

Tax Director

Jackson has over five years of professional experience working on tax compliance and tax consulting engagements for high...

Operations

Manager, Administration and Human Resources

Shannon brings over 13 years of experience in the Financial Services industry.  She is passionate and diligent in her...

Vice President of Marketing

Katherine has over five years of marketing experience in the Financial Services industry. She is responsible for...

Chief of Staff

Cody joined Stavis & Cohen Financial in 2020 to manage the firm's complex and ever-evolving schedule. 

Prior to...

Office Manager

Rose Lynn joined Stavis & Cohen in 2016. Prior, Rose Lynn acquired wide-ranging experience in banking, owned two...