SL_Rachel Cohen Profile_0525FINAL.qxp_Layout 1 6 / 11 / 25 2 : 12 PM Page 2 source for them , ” she continues . “ Sometimes committee for the Morgan Stanley Women’s incredibly grateful for the support of her they’re not sure of their goals but they know Summit . She also serves as a council member family over the years , adding , “ I couldn’t they need help moving forward , especially for Women in Wealth LIFT ( Ladies in Finance have done any of this without them . ” after a big change in their lives , like a divorce , Together ) , an advocacy and business devel - Cohen foresees her team ( and herself ) death , the sale of a business , or some other opment network of Morgan Stanley women becoming increasingly valuable for their significant transition . I get to know them as dedicated to supporting peers to achieve growing list of clients , all while maintaining people first and then help them succeed . business success and realize meaningful the delicate balance between their profes - You have to be a resource consistently , and connections with their clients . sional and private lives . She follows the I really enjoy being in that position . ” “ I see it as my responsibility to help in same advice she tends to give her clients : One of her proudest achievements : cre - any way I can , ” she says . “ When someone work hard and save for the future , but also ating and launching CapQuest Group at comes to me with an issue or a question spend time on yourself and your family . Morgan Stanley in 2024 . In the process , she that keeps them up at night , I’m going to do “ When I advise my clients , we talk expanded her established team — Wealth everything in my power to solve the issue in about investments , retirement , and other Management Associate Casey Dearth , Client front of me . If there’s an issue that falls financial issues , but that’s only part of the Service Associate Tiffany Bechtel , Senior outside of my area of experience , I have equation , ” she says . “ We also talk about Registered Client Associate Melissa Shoupe , built a network of people around the country doing things that make them happy and and Registered Client Service Associates Vir - I can turn to , including other advisors . ” having a good understanding of what’s im - ginia Rockey and Serena Mao — with two A lifelong learner , Cohen continually portant to a family’s future . To me , the two ! key additions : Senior Vice President / Financial finds new ways to challenge herself , step go hand in hand . ” Advisor Philip C . Grossman , CFP ® ; and First outside her comfort zone , and build on her Vice President / Financial Advisor Todd M . considerable expertise . She has acquired Please see the team website , advisor.morganstanley.com / * capquest - group , for details about the members , their functional titles Roth , CFP ® . several prestigious designations and certifi - and their individual years of experience . Cohen believes the group is well posi - cations to help her better serve clients — The use of the CDFA ® designation does not permit the ren - tioned to provide customized financial advice CERTIFIED FINANCIAL PLANNER ® , Char - dering of legal advice by Morgan Stanley or its Financial Advisors and exceptional service to clients , which in - tered Retirement Planning Counselor , and which may only be done by a licensed attorney . clude high - net - worth individuals , business Certified Divorce Financial Analyst ® — and Morgan Stanley Smith Barney LLC ( “ Morgan Stanley ” ) , its owners , and corporate executives . She and is working toward another professional cre - affiliates and Morgan Stanley Financial Advisors or Private her two partners have 80 years of combined dential that would make her a specialist in Wealth Advisors do not provide tax or legal advice . Individuals experience * in the industry . Whether clients helping business owners prepare to step should consult their tax advisor for matters involving taxation need guidance on how to achieve specific away from what they have built , either and tax planning and their attorney for matters involving trusts , estate planning , charitable giving , philanthropic planning or lifestyle goals , executive compensation , through a sale , succession , or some other other legal matters . selling a business , estate planning strategies , transaction . 2020 - 2025 Forbes Best - In - State Wealth Advisors tax management , philanthropy , or some In turn , Cohen sees it as her responsibility Source : Forbes.com ( 2020 - 2025 ) . Forbes Best - In - State Wealth other need pertaining to their financial to help each member of her team to embrace Advisors ranking awarded in 2020 - 2025 . Each ranking was based futures , the team at CapQuest Group at continual self - improvement . on an evaluation process conducted by SHOOK Research LLC ( the Morgan Stanley is ready to serve . “ This is a high - pressure line of work , research company ) in partnership with Forbes ( the publisher ) . “ We’re here to help clients who are on but it’s very rewarding because of the differ - This evaluation process concluded in June of the previous year these quests , which are more meaningful ence you can make in people’s lives , ” she the award was issued having commenced in June of the year be - than goals , ” Cohen says . “ More than hitting adds . “ That includes my team , and I want fore that . Neither Morgan Stanley Smith Barney LLC nor its Fi - nancial Advisors or Private Wealth Advisors paid a fee to SHOOK a specific number or target , quests are about to see them develop as people and profes - Research LLC to obtain or use the ranking . This ranking is based how clients want their wealth to work for sionals by taking on more responsibility and on in - person and telephone due diligence meetings to evaluate them . Although quests can vary from client moving forward in their lives . If our team y each advisor qualitatively , a major component of a ranking lealgo - to client , our mission always remains the members are happy and successful , that’s n rithm that includes client retention , industry experience , tareview same : to help ensure that our clients are in a going to make a big difference for our clients , S of compliance records , firm nominations , and quantitative crite - n good position to get where they want to be . ” atoo . ” ria , including assets under management and revenue orggenerated Despite the long hours and intense nature for their firms . Investment performance is not a criterion . Rank - M t A Responsibility to Help of her position , Cohen always prioritizes ings are based on the opinions of SHOOK Research LLC and athis p Cohen earned her M.B.A . in finance from time with her family : her husband , Kipp , an ranking may not be representative of any one client’s rouexperience . These rankings are not indicative of the Financial Advisor’s future Temple University’s Fox School of Business . attorney at Blank Rome LLP who specializes G t performance . Morgan Stanley Smith Barney LLC is not saffiliated Her many honors and awards include Forbes in mergers and acquisitions ; and their two ue with SHOOK Research LLC or Forbes . For more information , see Best - In - State Wealth Advisor , among others . sons , 25 - year - old Brandon and pQ23 - year - old www.SHOOKresearch.com . a She has spent more than 30 years educating Ryan , both of whom work in finance . CShe’s f © 2025 Morgan Stanley Smith Barney LLC . Member SIPC . o and advising clients , but y CRC 4563680 6 / 25 s strives to make a urtediffer - ence in the lives of conon - o clients , too — namely , her hot Rachel R . Cohen , CFP ® , CRPC ® , CDFA ™ colleagues and members p p of the community , in - Executive Director | Financial rouAdvisor cluding through her gin - n ; volvement in oorganiza - CapQuest Group at ins tions that uplift women . ob Morgan Stanley In addition to taking Ra One Tower dyBridge leadership role in the Fo - Jo 100 Front Street , Suite 600 y rum of Executive b West Conshohocken , PA 19428 s Women , she aithelped ( 610 ) tr260 - 7385 launch the Philadelphia por advisor.morganstanley.com / rachel.cohen Complex Women and en advisor.morganstanley.com / capquest - group Wealth Chapter , and has Coh served on the planning SUBURBANLIFEMAGAZINE.COM VOLUME 16 ISSUE 7 | 49