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

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
  • Lay has more than six years of experience in the advisory services industry. He is passionate about helping families...

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

  • ...
Financial Planner
  • More than five years of Client Service and Insurance experience, responsible for managing insurance administrative...

Investment Team

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

  • She...

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...

Client Service Associate
  • With nearly ten years of experience, Rachel serves as a Client Service Associate serving each of our clients by...

Client Service Associate
  • Laura has over one year of client services experience. She started at Stavis & Cohen as an intern in 2019 in the client...
Office Manager
  • Prior to joining Stavis and Cohen Financial, Rose Lynn acquired wide-ranging experience in banking, owned two...