Marc Cohen
Managing Director/Investments
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About Me
Marc began his investment industry career in 1972 and joined Stifel in 2023. Prior to joining Stifel, he worked at Merrill Lynch, Pierce Fenner & Smith, Wells Fargo Advisors, and Morgan Stanley. Marc’s goal is to help his clients create wealth management plans to help them pursue their short- and long-term goals. He takes a high-touch client service approach, having periodic discussions with his clients to keep their financial plan up to date, review their risks, and update their portfolios with any changes.
Marc earned a B.A. from California State University and holds Series 7, 9 & 10, 63, and 65 securities licenses, as well as life, health, and variable insurance licenses.
Active in the community, he is the past president of Starlight Children’s Foundation. He is a host for the Distinguished Speakers Series, Los Angeles, as well as a host on Computer and Technology Radio.
Marc Cohen
Managing Director/Investments
8053738260
Marc began his investment industry career in 1972 and joined Stifel in 2023. Prior to joining Stifel, he worked at Merrill Lynch, Pierce Fenner & Smith, Wells Fargo Advisors, and Morgan Stanley. Marc’s goal is to help his clients create wealth management plans to help them pursue their short- and long-term goals. He takes a high-touch client service approach, having periodic discussions with his clients to keep their financial plan up to date, review their risks, and update their portfolios with any changes.
Marc earned a B.A. from California State University and holds Series 7, 9 & 10, 63, and 65 securities licenses, as well as life, health, and variable insurance licenses.
Active in the community, he is the past president of Starlight Children’s Foundation. He is a host for the Distinguished Speakers Series, Los Angeles, as well as a host on Computer and Technology Radio.
Stephanie Morris
Client Relationship Manager
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About Me
Stephanie began her investment industry career in 1990 and joined Stifel in 2023. Prior to joining Stifel, she worked at Merrill Lynch, Pierce Fenner & Smith Inc., Wells Fargo Advisors, and Morgan Stanley. She is responsible for opening and maintaining client accounts, reporting, and client relations. Stephanie is a main point of contact for various administrative and operational client services.
Stephanie earned a B.B.A. from Baylor University and holds Series 7, 63, and 65 securities licenses, as well as life, health, and variable insurance licenses.
Stephanie Morris
Client Relationship Manager
8053738261
Stephanie began her investment industry career in 1990 and joined Stifel in 2023. Prior to joining Stifel, she worked at Merrill Lynch, Pierce Fenner & Smith Inc., Wells Fargo Advisors, and Morgan Stanley. She is responsible for opening and maintaining client accounts, reporting, and client relations. Stephanie is a main point of contact for various administrative and operational client services.
Stephanie earned a B.B.A. from Baylor University and holds Series 7, 63, and 65 securities licenses, as well as life, health, and variable insurance licenses.
Dayana Merchan
Client Relationship Manager
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About Me
Dayana began her investment industry career in 2022 and joined Stifel in 2023. Prior to joining Stifel, she worked as a relationship and business banker at JPMorgan Chase for more than 10 years. Dayana is responsible for opening and maintaining client accounts, reporting, and client relations. She is a main point of contact for various administrative and operational client services.
Dayana holds Series 7, 63, and 65 securities licenses, as well as life and variable insurance licenses.
Dayana Merchan
Client Relationship Manager
8053738298
Dayana began her investment industry career in 2022 and joined Stifel in 2023. Prior to joining Stifel, she worked as a relationship and business banker at JPMorgan Chase for more than 10 years. Dayana is responsible for opening and maintaining client accounts, reporting, and client relations. She is a main point of contact for various administrative and operational client services.
Dayana holds Series 7, 63, and 65 securities licenses, as well as life and variable insurance licenses.
About Me
Dylan began his financial services career at Stifel in 2024. Instrumental to the team’s service model, he focuses on assisting clients with their administrative needs while delivering a high level of service. Dylan also coordinates client meetings, reviews, and client communications.
Dylan Cohen
Financial Advisor Associate
8053738269
Dylan began his financial services career at Stifel in 2024. Instrumental to the team’s service model, he focuses on assisting clients with their administrative needs while delivering a high level of service. Dylan also coordinates client meetings, reviews, and client communications.
