Scott Kohen in

Scott Kohen

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Estate Planning Insurance Specialist at The Laffie Financial Group
📍 Syosset, New York, United States

Scott Kohen is an Estate Planning Insurance Specialist at The Laffie Financial Group, drawing on extensive experience from financial advisory roles at Edward Jones and AllianceBernstein. A graduate of the University of Marylands Robert H. Smith School of Business, he focuses on comprehensive financial and estate strategies.

Previously, he was Director of Operations at US Polo Assn - Jordache, where he managed an aggregate of $180 million in sales with major Fortune 1000 retailers.

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Experience
22 Years
Current Role
Estate Planning Insurance Specialist
Job Level
Junior
Location
Syosset, New York, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

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Priorities

Topics Scott cares about

Legacy Planning
His current role is focused on estate strategies and insurance. He frequently posts about protecting family assets and legacy with life insurance.
Consultative Advising
He emphasizes a needs-based, consultative approach to build one-on-one relationships and help clients achieve long-term financial success.
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Career

Work history

11-2011
Estate Planning Insurance Specialist
The Laffie Financial Group
6-2009 - 11-2011
Financial Advisor
Edward Jones
4-2007 - 6-2009
Regional Consultant
AllianceBernstein
2003 - 2007
Director of Operations
US Polo Assn - Jordache
In the press

Media appearances

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Education
1996 - 2000
Robert H. Smith School of Business
University of Maryland
Education details unavailable
Commack HS
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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