Randy P. Siller and Joseph Cohen, registered representatives of Lincoln
Financial Advisors Corp. and co-founders of Siller & Cohen, a premier
fee-based family wealth advisory firm with locations in Rye Brook, N.Y.
and New York City, recently celebrated the company's 25th
"Twenty-five years is a major milestone for our firm," said Siller.
"Jeff and I have dedicated our professional lives to helping individuals
and families feel a sense of security in their financial future and we
take great pride in the unique, comprehensive expertise we offer. We
thank our team of professionals for their dedication and commitment. But
most importantly, we thank our clients for their loyalty over the years."
Siller and Cohen opened the firm in Tarrytown, N.Y. in 1988. In its
infancy, the company consisted of Siller, Cohen, and one additional
employee. Over the course of 25 years, Siller & Cohen expanded to its
Rye Brook and New York City locations, and has grown to an office of 10
professionals, serving more than 450 clients throughout the tri-state
area. The firm specializes in investment planning, financial modeling,
wealth transfer and business succession planning.
With more than 33 years in the finncial services industry, Siller is a
member of the New York State Society of Certified Public
Accountants (NYSSCPA) Family Office, Estate Planning, and Art and
Athletes Committees, and serves on the board and Finance committee of
the Community Health Care Network. Siller earned a bachelor of science
degree in accounting with a minor in finance from the University of
Connecticut in Storrs, Conn. in 1979. He received his masters in
taxation from Pace University in New York City in 1982, and completed
the Harvard University's Financial Leadership program in 2000. Siller is
a Certified Public Accountant* (CPA) and a Certified Investment
Management Analyst. He holds series 6, 7, 22, 24, 63 and 65
registrations and is licensed in Life and Health insurance.
Cohen has 29 years in the financial services industry. He is a CERTIFIED
FINANCIAL PLANNER™ (CFP®). He earned a bachelor in business
administration degree from Middle Tennessee State University in
Murfreesboro, Tenn. in 1977. He holds series 6, 7, 22, 63 and 65
registrations and is licensed for Life and Health insurance.
Siller & Cohen is located at 800 Westchester Ave., Suite S-504, Rye
Brook, N.Y. 10573, and 250 Park Avenue, New York, N.Y. 10017.
*Licensed not practicing on behalf of Lincoln Financial Advisors
About Lincoln Financial Advisors
Securities and advisory services offered through Lincoln Financial
Advisors Corp., a broker/dealer (Member SIPC) and registered investment
advisor. Lincoln Financial Advisors Corp. is a member of Lincoln
Financial Group, the marketing name for Lincoln National Corporation and
its affiliates. Through its affiliated companies, Lincoln Financial
Group (headquartered in the Philadelphia region) offers: annuities;
life, group life and disability insurance; 401(k) and 403(b) plans;
savings plans; mutual funds; managed accounts; institutional
investments; and comprehensive financial planning and advisory services.
For more information, including a copy of our most recent SEC reports
containing our balance sheets, please visit www.LincolnFinancial.com.
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