Where supporting your goals is our family tradition

Create family traditions, pursue the life you envision and seek financial independence for your generations to come with the support of our experienced wealth management team. At Cohen & Son Wealth Management of Raymond James, service is our family heritage, and your goals are ours.

Bernard J. Cohen

Managing Director

Jonathan B. Cohen, AWMA™

Managing Director Branch Manager

Lashea Jackson, FPQP™

Senior Registered Client Service Associate

Colin Leavey

Registered Client Service Associate

Gisella "Giselle" Cohen

Senior Practice Marketing Associate

Camille A. Marchesani

Registered Client Service Associate

Nearly a century of combined experience

Amid the challenges and opportunities of the market, we believe experience counts. Through nearly 100 years of combined tenure, our team members have faithfully helped families navigate their major milestones with tailored advice and personal service.

Meet your team

Wealth guidance focused on your life

Your financial plan should reflect your priorities and be tailored to your life and needs. Investments, risk management, estate planning, family governance – we use the tools of finance to support your greater goals and generational well-being.

Middle aged couple hugging in the mountains

Long-term thinking for goals that last

Stewardship is the art of sustaining opportunity. It is driven by prudent decision-making, rigorous analysis and an eye always on the horizon. With these, we help our clients build for their futures, using both time-tested methods and modern capabilities.

Cohen & Son Wealth Management of Raymond James Team Photo

The roots of our family business

Since 1966, Bernard Cohen has guided his clients and their families in pursuit of their goals and families’ financial well-being. Twenty-two years later, his son, Jon, joined the business, turning a track record of service into family tradition.