Bank of America Private Client Advisor Derek Cohen
Mortgage Lender
Why pick this one
Bank of America Private Client Advisor Derek Cohen provides customized lending and financing alongside wealth, trust, estate planning and family office services.
Best for
- High-net-worth individuals seeking coordinated wealth management and lending
- Families needing trust and estate planning services
- Corporate executives seeking customized financing
- Private business owners needing banking and financing support
- Clients seeking philanthropy planning alongside broader wealth services
Look elsewhere if
- Borrowers seeking a standard residential mortgage lender
- Clients needing emergency or same-day lending service
- Customers seeking publicly listed loan pricing
Specialties
- Customized lending and financing
- Fiduciary investment management
- Trust and estate planning services
- Family office services
- Philanthropy planning
Certifications
- FINRA registration for certain team associates
What makes them different
- Derek Cohen has 30 years with Bank of America
- Derek Cohen has more than 30 years of financial services experience
- Derek Cohen serves as President of Bank of America's Coastal North Carolina market
- The team combines fiduciary investment management, trust and estate planning, family office services, banking and philanthropy
- Derek Cohen previously spent 17 years managing commercial banking relationships
- Serves
- Wilmington
Distilled from this business's own website.
Contact & Location
- Address
- 1123 Military Cutoff Rd Ste A, Wilmington, NC 28405
- Phone
- 9108396480
- Website
- https://private.bankofamerica.com/sites/nc/wilm...
Services
- Private banking
- Wealth management
- Lending and financing
- Trust and estate planning
- Family office services
- Banking
- Philanthropy services