Let's move forward. Together.

Cohen Wealth Management

With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.


Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Chad

    Chad Cohen

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AK
    • AR
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • ID
    • IL
    • IN
    • LA
    • MA
    • MD
    • MI
    • MN
    • MO
    • MT
    • NC
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • SC
    • TN
    • TX
    • UT
    • VA
    • WA
    • WI
    • WV

    Chad has over 20 years of wealth management experience and focuses on multigenerational planning—helping his clients with retirement, education, insurance and wealth transfer strategies. Chad’s expertise is in helping clients develop and execute strategies to meet their business and personal wealth management objectives with a particular focus on wealth preservation and income-generating strategies. He works closely with each of the team’s clients and their other trusted advisors to reduce volatility, promote consistency and simplify the complexity of clients’ financial decisions.

    Chad is originally from St. Louis, MO. He began his career as a financial advisor at Morgan Stanley in Clayton, MO after graduating from the University of Missouri, Columbia with a B.S. in finance and banking in 2001. In 2005 Chad joined the Global Private Client Group at Merrill Lynch in Beverly Hills, CA. He continued to build his practice at Merrill before being recruited in November of 2011 to move to UBS Financial Services Inc. in Beverly Hills, CA.

    Chad holds the Charted Retirement Planning Counselor (CRPC®) designation from College for Financial Planning. He and his wife live in Los Angeles with their two children. Chad is actively involved with Financial Executives International (FEI), Professional in Human Resources Association (PIHRA), Association for Corporate Growth (ACG), and Sigma Chi Alumni. When Chad is not working, he enjoys running, working-out, and spending time with family and friends.

          Lending services
          Retirement planning
          Estate planning strategies
          Exit planning
          Alternative investments
          401(k) plan services
          Sustainable investing
          Business owners
          131 South Rodeo Drive
          Suite 300
          Beverly Hills, CA 90212
        • Jeanette

          Jeanette Jacobson

          Client Associate

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          • CA
          • FL
          • IL
          • NV
          • NY
          • OR

          Jeanette grew up in Northern Sweden. While working and studying in the United Kingdom she improved her English skills. She also spent time travelling the world before landing in the US. Jeanette started her career in the Financial Services Industry in 1993 with Oppenheimer & Company.

          As part of The Cohen Wealth Management team, Jeanette is responsible for the operational needs of the team including securities transactions, cash management, and account administration. With her upbeat attitude and attention to detail, Jeanette provides an efficient streamlined experience to ensure clients meet their goals. Jeannette is a senior registered client service associate and holds professional licenses Series 7, 63 and 66.

          For more than a decade Jeanette has served as a board member for the American Youth Soccer Association. Jeanette enjoys playing soccer and coaches teams ranging from age 5 – 18 years old and has refereed numerous games. She is an active member of her neighborhood HOA where she publishes a monthly newsletter to keep residents abreast of events and each other. She resides in Los Angeles with her husband and 2 German Shepherds.

                150 Second Avenue North
                Suite 1000
                Saint Petersburg, FL 33701
              • Leland

                Leland King

                Wealth Planning Associate

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                • CA

                Capitalizing on a life-long interest in finance, Leland has recently joined UBS as a Wealth Planning Analyst. In this role, Leland leverages his love of conversation and natural curiosity together with his passion for helping people to promote and develop Financial Planning for clients and prospects.

                Leland is a former men’s Professional Basketball player for the NBA G League as well as Professional teams in Finland, Bosnia, and Australia. This was a continuation of his collegiate basketball career which began at Brown University, continued at University of Nevada, Reno where he graduated with a Bachelor’s in General Business and ended at UC Santa Barbara where he recently completed his Master’s in Education.

                A former high school basketball coach to his alma mater, Brentwood School. Leland is the eldest of four children and in his spare time enjoys traveling the world, discovering new parks, yoga, guitar lessons, and of course, basketball.

                      1999 Avenue of the Stars
                      36th Floor
                      Los Angeles, CA 90067
                    • Kevin

                      Kevin Dallahan


                      Senior Wealth Management Banker

                      Prior to joining UBS, Kevin managed the LA territory as a Regional Banking Manager for Charles Schwab. Kevin holds a B.S. in Management and M.S. in Marketing from St. Joseph’s University.

                      As a Senior Wealth Management Banker, Kevin provides expertise in Mortgages, Securities Backed Lending, Commercial Real Estate as well as credit cards. Kevin can also assist with student loan refinancing, small business lending, asset-based lending as well as art, aircraft and yacht financing.

                      He holds several active licenses including the Series 7, 63 and NMLS mortgage license.

                      Kevin and his wife live in Los Angeles with their 2 sons.

                    Defining your priorities. Pursuing what matters.

                    Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.

                    The circular economy: What is it?

                    Retirement planning

                    Multigenerational planning

                    Legacy—Wealth for others

                    For needs that go beyond your own—to help you improve the lives of others

                    What will your legacy be?
                    It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

                    Learn more at ubs.com/wealthway.

                    Backed by the strength of UBS

                    A global leader in wealth management

                    $2.8 trillion

                    In invested assets globally 
                    As of 06/30/2022

                    51 countries

                    Our global footprint

                    Global leader

                    UBS is a world-leading wealth manager