Edwin Kohn
Advisor at Merrill
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Merrill
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Merrill
Location
Camden, SC 29020
Credentials
Series 63, Series 65
Industry experience
31 years
Edwin Kohn is the Resident Director at Merrill Lynch Wealth Management, where he has been serving clients since 1996. He specializes in working with individuals to help them meet their financial goals by creating customized wealth management strategies. His approach emphasizes thoroughly understanding clients’ financial priorities through attentive listening to their current situations, future objectives, and potential concerns. Edwin follows a disciplined, time-tested investment process while adapting to changing economic conditions, assisting clients with portfolio management, retirement planning, liquidity management, tax minimization, and college education planning.
Edwin holds the Chartered Retirement Planning Counselor (CRPC™) and Personal Investment Advisor (PIA) designations. He earned a Bachelor of Science degree in Business Administration from the College of Charleston. Prior to his financial services career, Edwin served nine years as a Navy Pilot flying FA-18s and F-16Ns and is a graduate of the Navy Fighter Weapons School "Top Gun." He has held leadership roles in his community, including past presidencies of the Kershaw County American Red Cross, Kershaw County United Way, and the KershawHealth Board of Visitors, as well as serving on the Board of Directors of the Fine Arts Center of Kershaw County and involvement with the Boys and Girls Club of Kershaw County.
Edwin is married with three sons. His personal interests include running, biking, and swimming. He also participates in community and church activities.
Bank Of America, N.A.
2009 - Present (17 years)
Merrill Lynch, Pierce, Fenner & Smith Incorporated
1996 - Present (30 years)
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