David Cohn, CFP®, CEPA, RICP®, MBA

Examiner
DISC Type : sc

Managing Director at Steward Partners Global Advisory

San Antonio, Texas Metropolitan Area, United States

Overview

David is a Managing Director and Wealth Manager at Steward Partners in San Antonio, specializing in comprehensive wealth management for affluent families. With a career that began in 2002, he holds an MBA from The University of Texas at Austin and is a CERTIFIED FINANCIAL PLANNER™. People who work with him describe him as trustworthy, credible, kind, and genuine.

Originally from San Antonio, David is married with four children. He is a member of The Club at Sonterra, where he enjoys playing pickleball and tennis. He is also an active community volunteer for organizations like Habitat for Humanity and the San Antonio Food Bank.

He began his wealth management career working alongside his father, embracing a philosophy of treating clients like family.

Personality Overview

Tough To Convince

Process Oriented

Overcautious

They tend to be clear about their needs and limitations and are unlikely to promise too much.  Being observant comes to them naturally. The only way to convince them is by showing them examples and ample proof.

Topics They Care About

Holistic Wealth Management
His practice focuses on a comprehensive approach, including risk management and estate planning strategies for families, business owners, and retirees.
Advisor Independence
He advocates for the partnership and equity-stake culture at Steward Partners, contrasting it with the constraints of traditional "wirehouse" firms.
Long-Term Care Planning
He actively posts about the importance of long-term care planning as a crucial element in preserving a client's quality of life, not just their finances.

Media Appearances

David has no verified media appearances

Work History

7-2022
Managing Director at Steward Partners Global Advisory
7-2018 - 7-2022
Financial Advisor | Managing Director at Raymond James
3-2002 - 7-2018
Financial Advisor | Managing Director - Investment Officer at Wells Fargo Advisors

Education

1989 - 1991
MBA from The University of Texas at Austin - The Red McCombs School of Business

More Information

Social Presence :

Prographics :

Exp : 23 Location : San Antonio, Texas Metropolitan Area, United States Job Level : Mid-senior Designation : Managing Director at Steward Partners Global Advisory
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Insights For Selling To David

During A Call Or A Meeting

DO's

  • First of all, focus on building their confidence by sharing examples, case studies etc.
  • Spend time addressing concerns around risk and change, they will have them even if they don't express them
  • Expect them to be vague in response to your questions, ask firmly and pointedly

DONT's

  • Avoid getting into storytelling mode, especially when they ask specific questions
  • Don't push them too hard to make fast decisions, give them time
  • Don't be very accepting if that is your natural style, stay firm

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with David is

  • For them, low risk and acceptance by others are very important, followed by proof of ROI.
  • Will you ever get a clear answer from David

  • Often, they don't say no, or keep going about it in circles.

Insights For Deal Planning

    How fast (or slow) will David move?

  • They do not like to take decisions in a hurry, so they could be slow in making their mind up.
  • Can David take some risk or not?

  • They are low on risk-appetite and prefer to make informed decisions.

You And David

Personality Compatibility


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