Rachel R Cohen, ED, Wealth Advisor at Morgan Stanley

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Rachel R Cohen, ED, Wealth Advisor at Morgan Stanley

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©2025 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB does not provide tax or legal service. The information or content made available on this profile does not provide individually tailored investment advice and is not an offer to buy or sell any securit

y or to participate in any investment strategy. MSSB Financial Advisors may only transact business, follow-up with individualized responses, or render personalized investment advice for compensation, in states where they are registered or excluded or exempted from registration. Designations and/or awards are not indicative of a Financial Advisor's past or future performance. No fee is paid in exchange for any award. For important information about any registrations, designation(s) and/or the ranking methodology for any award[s] listed, please see https://advisor.morganstanley.com/rachel.cohen. The information or content is for US residents only and subject to the following disclosures: http://www.morganstanley.com/disclaimers/mswm-email.html. The use of the CDFA™ designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA™ designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.

05/12/2026

While you're spring cleaning your home, consider ways to also tidy up your finances. These five tips can help.

morganstanley.com

03/31/2026

CapQuest Group is thrilled to be part of the 2026 Forbes SHOOK Best-In-State-Wealth Management Teams ranking.

Our clients are the heart of everything we do and their trust and confidence have been instrumental in achieving this recognition. It's an honor to be recognized among this group of outstanding professionals who consistently work to raise the standards in our industry.

A special thank you to my team members who go above and beyond for our clients.

*Previously Rachel Cohen Group 2024 and 2025*

Visit our Team Website: https://advisor.morganstanley.com/capquest-group

[Source: Forbes (Awarded Feb 2026). Data compiled by SHOOK Research LLC based for the period 6/30/24–6/30/25. https://www.morganstanley.com/disclosures/awards-disclosure.html ]

01/12/2026

Please join me in congratulating Casey Dearth's promotion to Vice President at Morgan Stanley!

This recognition is well deserved and reflects Casey's exceptional leadership, strategic thinking, and problem-solving skills.

CapQuest Group is fortunate to have Casey as an integral part of our team. Any client who has engaged with him can attest to his professionalism. We are excited to see all the amazing things that he will accomplish as he continues his growth on our team.

Wishing you continued success and many more achievements ahead, Casey!

12/19/2025

Thrilled to again represent Morgan Stanley at the 2025 Barron's Advisor Women's Summit in Palm Beach. This gathering brought together some of the most accomplished women in wealth management, who collectively manage over $1 trillion in assets, and it is a testament to the power and influence of women in the industry. The summit provided a platform for strategic discussions, innovative ideas, and collaborative growth, all aimed at shaping the future of our industry. My favorite part is year after year seeing fellow financial advisors, who I am grateful to now call my friends. We share ideas, spend time together, and support each other 100%. I am proud to be part of this inspiring group of women!

Thank you, Barron's, and congratulations on another successful Summit!

12/09/2025

Interested in crypto and how it fits into your portfolio? Morgan Stanley Wealth Management thought leaders recently shared their views on the crypto market. Tune in: https://livesocial.seismic.com/aRvIud

12/03/2025

What could the year ahead look like for investors? Join Morgan Stanley Wealth Management on Tuesday, December 9 for a timely conversation about the economy and markets in 2026. Register here: https://livesocial.seismic.com/aYLMxh

12/01/2025

Becoming an effective steward for your family legacy starts with wealth education. Join our next Wealth Education for the Next Generation virtual event on Monday, December 1st to learn more about what family governance is and explore common strategies and structures for families. Register here: https://livesocial.seismic.com/aLRGkW

11/17/2025

Thoughtful giving can deepen relationships and create meaningful legacies. Morgan Stanley Wealth Management's virtual event Giving with Purpose will explore how purpose driven giving can align with your values and make a lasting impact. Register here to join us on Wednesday, November 19: https://livesocial.seismic.com/aadznH

11/13/2025

Interested in crypto and how it fits into your portfolio? Join Morgan Stanley Wealth Management on Monday, November 17 for a timely conversation on crypto's role in a diversified investment portfolio and the evolving regulatory landscape. Register here: https://livesocial.seismic.com/crlCC https://livesocial.seismic.com/a0iD0Z

10/06/2025

Hear renowned professional golfer and Morgan Stanley Brand Ambassador Justin Rose share insights into his storied career journey, keys to his success and much more. Tune in: https://livesocial.seismic.com/a09G4i

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One Tower Bridge 100 Front Street Suite 600
West Conshohocken, PA
19428

Website

https://advisor.morganstanley.com/rachel.cohen

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