The Cohen Group - Morgan Stanley Team - Melbourne, FL
Morgan Stanley
The Cohen Group
at Morgan Stanley
8150 N. Wickham Road
Melbourne, FL 32940
tel: (321) 751-2039
toll-free: (800) 949-2401 
fax: (321) 751-2060
Biographies

David A. Cohen, CIMA
Senior Vice President
Financial Advisor

The senior member of the group,David has been an investment professional for over 21 years. He has pioneered a wealth management strategy, based upon institutional endowment models, which he has implemented into the Cohen Group. Dave’s specialties include; helping corporate executives hedge concentrated stock positions, innovative financing strategies for real estate, and complex estate planning strategies. His talents have attracted corporate executives and high net worth ndividuals throughout the southeast.

Mr. Cohen earned his Bachelor of Science in Business Administration at Bowling Green State University and continued his education through the coveted Wharton School of Business earning an accreditation through the designation of a Certified Investment Management Analyst. He currently holds six different securities and insurance industry related licenses as well. David’s past experience includes Merrill Lynch, Pierce, Fenner & Smith (Sr. Vice-President, Wealth Management Advisor).

David is the President of the Board of Directors for The Children’s Hunger Project, an after-school program to feed hungry children throughout Brevard County. He has been a resident of Melbourne for the last 26 years and enjoys golf, tennis and is an avid offshore fisherman. He has two children, a girl and a boy, Casey and Bodie.



A. Chris Coats
Senior Registered Client Service Associate

Chris has been in the financial services industry for the past 22 years, spending the last 10 years with the Cohen Group. As a Senior Registered Client Associate she heads up the client relations division for the group. Her key role is the development and implementation of the “Client Experience” and overseeing the exceptional client service provided to each and every client including our popular concierge program which is the flagship of our program.

Chris attended Campbell University in Buies Creek, North Carolina and earned a Bachelor of Science degree in Business Administration. She is registered as a General Securities Representative, a Uniform Securities Agent, an Investment Advisory Representative and a Commodities Broker. Chris also holds licenses as a Life, Health and Variable Annuity Agent as well.

Chris enjoys photography, mountain biking and yoga. Chris, her husband Tony and twin boys, Alex and Nick have called Melbourne their home since 2000.

Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

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