Thomas J. Cohn

Tom Cohn, CEO and Founder Tom’s practice is focused on addressing issues that arise in the transfer of wealth to future generations and philanthropic organizations. He has spent more than 40 years counseling clients on the value of life insurance in their planning, and more than 30 years serving as a resource to sophisticated professional advisors designing strategies to maximize their clients’ estate plans.

Tom’s collaborative work with expert legal advisors has been the driving force in building his practice. In addition, he collaborates with other financial advisors when their work with affluent clients calls for his and our team’s expertise and administrative support.

Tom’s industry leadership is measured by his more than 25 years as a member of the Million Dollar Round Table’s select Top of the Table. However, he measures his success by client and advisor relationships of more than three decades’ duration.

Tom has pursued the expertise required to add value to the most sophisti­cated plans. His designations as a Chartered Life Underwriter (CLU®), Chartered Financial Consultant (ChFC®) and Chartered Advisor in Philanthropy (CAP®), while essential, provide only the framework of his advanced financial education. Through years of collaboration with exceptional legal, accounting and financial service professionals Tom has developed his innovative, thoughtful approach to working with our select clientele. He has also invested in a team that excels at executing our creative strategies and consistently delivering outstanding client service.

Tom holds a BA from Washington University in St. Louis, Missouri; is a member of the Association for Advanced Life Underwriting (AALU), and the St. Louis Estate Planning Council. He is licensed to serve clients in 30 states and the District of Columbia.

 

 

 

Thomas Cohn Associates

  • Office 314-571-7900
  • Mobile 314-496-8458
 

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