Michael Cohen

"I provide my clients with clarity, confidence, and structure."

Background and Experience:
Since 2007, I have had the privilege of helping my clients navigate the complexities of how their money and their life interact. In those years, I've seen the impact I can have on not just my clients, but future generations within their family tree, and take that responsibility seriously. My approach is a flexible, goals-based process, which allows for us to create a personalized plan, tailored to each client's unique set of circumstances.

Over the course of my career, I've worked at three different firms and with clients of all stages of finances' and life. My exposure to different types of people and advisory practices, coupled with experience throughout major shifts in the markets helps me effectively create customized strategies to address clients' specific financial goals, and the resources I have access to at Wells Fargo Advisors optimize my efficiency, making me more easily available to the clients I work with. In 2012, I was a recipient of the Wells Fargo Advisors Team Member of the Year award as a Trading Representative (The Team Member of the Year award is given to team members for their service and commitment to the vision, values & goals of the Firm). Complementing this experience is my Bachelor's degree in Finance and Management from UNC Wilmington.

Away From The Office:
I live in Charlotte with my wife, Dana, and our three young daughters (the "Sister Team"), Miriam, Abigail, and Rachel, and our son, Judah. In our spare time, we enjoy going for hikes, trips to the beach and mountains, playing sports, and spending time with nearby friends and family.