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

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.

This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link: Any profiles and associated content are for U.S. residents only.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley.
Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Awards Disclosures
pp:7960 mp: 2796