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Cohen Power & Associates

Private Wealth Advisors
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We provide customized services supported by the broad capabilities of a global institution. Working with a limited number of clients, we are able to offer you and your family personalized attention for all aspects of your financial life, now and for future family members.

Meet the Team

The private wealth advisors with Merrill Private Wealth Management are rigorously trained to help meet your specialized needs with relationships based on trust and personalized service.

Lincoln  Power

Lincoln Power

Private Wealth Manager

Leigh E Cohen

Leigh E Cohen,

Managing Director

Private Wealth Advisor

Daniel A Green

Daniel A Green,

Vice President

Private Wealth Senior Relationship Manager

Sean  Allen

Sean Allen,

Vice President

Private Wealth Senior Relationship Manager

Emily  Trinkler

Emily Trinkler

Registered Private Wealth Client Associate

Carla J Tisi

Carla J Tisi

Registered Private Wealth Client Associate

Yulie  Reyes

Yulie Reyes

Private Wealth Client Associate


Additional Resources

The following specialists do not make securities recommendations. Please contact your Merrill Private Wealth Advisor if you have questions about how a specialist might be able to assist you.

Scott Cooper

Scott Cooper

Wealth Strategist


Solutions designed to help you achieve your goals

As a client of Merrill Private Wealth Management, you have access to services and resources ordinarily reserved for the world’s largest institutions. We work with individuals, families spanning multiple generations, business owners and executives. Using a goals-based wealth management approach, we put our clients at the center of every personalized strategy.

Our Approach

The Power Team

The Power Team serves the unique needs of modern, ultra-high net worth, multi-generational families. Our clients include public company executives, private business owners, and billionaire family groups.

We help our clients and their companies access all of the global resources of Merrill & Bank of America. Our clients receive access to highly customized wealth management strategies, investments, lending & banking solutions, family office services, commercial banking, corporate lending, and investment banking resources. The Power Team at Merrill Private Wealth Management delivers "One Company" as a powerful single financial ecosystem at your service.

Our commitment to clients starts with a single idea, across all of our lines of business, based on a simple question that has been core to our firm’s legacy for over 240 years: “What would you like the power to do?”™

Our Philosophy

We believe your unique goals should be at the center of all of your financial decisions and form the foundation of your financial strategy. Because significant wealth requires customized goals-based financial strategies, we believe in building lasting relationships with a limited number of clients, taking the time to understand your most important priorities for today, tomorrow and your long-term future. Our philosophy celebrates collaboration. Working with a team of specialists, we draw on the resources and insights of a global financial institution to create strategies that reflect your aspirations for yourself and current and future generations of your family. Finally, we believe that while significant wealth brings complex challenges, our experience, passion and perspectives can help you simplify your life.

A Commitment to Service

Merrill Private Wealth Management is committed to providing a select group of clients with highly personalized one-on-one service. When you work with us, our knowledgeable, rigorously trained private wealth advisors will gain a deep understanding of your goals, help you develop a multigenerational wealth strategy, and help you update your approach as needed. We are committed to providing you access to the investment insights of Merrill and the banking convenience of Bank of America, and Merrill will continue to invest in client tools and new technology to enhance your overall experience as you and your private wealth advisor pursue what’s most important to you.

Let's have a conversation

Your dedicated Merrill Private Wealth Management team is ready to help you pursue what’s most important to you.

Our Vision

For clients of substantial means, Merrill Private Wealth Management provides an experience that is both powerful and personal. We are dedicated to helping you pursue your goals for today while developing an approach designed to support your family members for the years to come.

Your private wealth advisor and team of specialists work with a limited number of clients, enabling them to focus their time, training and passion on helping you simplify your personal and business finances and prepare your next generation.

Boutique-like service with the access to the investment resources of Merrill and banking convenience of Bank of America

We combine the personalized attention and feel of a smaller firm with the power and insights of a global financial institution, creating financial strategies tailored to your unique situation.

A relentless commitment to transparency and customized strategies

As our client, know we are working in your best interests, providing goals-based financial strategies designed to anticipate and help meet your evolving financial needs.

Cohen Power & Associates

Private Wealth Advisors