![]() ![]() His strong entrepreneurial spirit had always been coupled with a sincere sense of responsibility and compassion, and this advisory role gave him the ability to give back to the community that supported his business throughout the years. He describes his transition from a local business leader to financial advisor as a natural progression, an application of the skillset he had spent a lifetime developing. In 1997, Bob started at Merrill Lynch, moving to Smith Barney shortly after. He worked with hundreds of people in different capacities, but always with fairness and respect. In his role as business developer, Bob managed a variety of relationships large and small. His work has helped insure viability and competition of private and public local labs for over 30 years. He negotiated an agreement with local labs and hospital providers to ensure lab testing would be provided locally, utilizing local capacity and supporting employment growth in the area. This steadfast commitment to supporting his clients served as the catalyst for him to become a successful local business owner, and it continues to be his number one priority as a financial advisor.Įarly in his career, his ideas and oversight laid the foundations for one of the largest privately owned laboratories in the United States. He currently resides in Pittsford, NY with a second home in Boston, MA.īob’s focus has always been to provide the highest level of customer service to each and every customer. ![]() ![]() ![]() Gooley Hemophilia Center as well as on its finance committee. He has served on the board of the Mary M. Ahmet holds his Series 7 and 66 registrations as well as his New York State Life, Accident, and Health Insurance Licenses. The Terzioglu Cohen Group is licensed in 44 states. The open architect platform at Morgan Stanley has given him tools to consistently refine and develop each client's portfolio, but as he consistently tells his clients, “I don’t work for Morgan Stanley, I work for you.”Īhmet’s hard work for the past 31 years has been recognized by his numerous awards. Graduating from the University of Rochester with a degree in Economics, Ahmet started his career at Merrill Lynch moving to Morgan Stanley Smith Barney in 2002. Ahmet continues the family tradition by tailoring custom financial solutions to each individual client, working hard to ensure every individual receives unparalleled service and results that help them achieve their goals. This ethic of excellence and virtue of hard work were not lost on his son. Ahmet’s father, a tailor paid by piecework, knew all too well the value of meticulous attention to detail, measured results, and pursuit of the highest quality when creating custom suits. Terzioglu translates to “son of a tailor,” a translation particularly apt in Ahmet’s case. These insights are supported by the commitment and passion of a long tenured client service team always available to answer your questions or requests. The Terzioglu Cohen Group’s affinity and experience in following the markets, which includes participating on daily morning calls and staying current on the latest Morgan Stanley research as well as related Wall Street forecasts, can provide you with a level of knowledge and guidance on stocks, bonds and alternatives rarely available to individual investors. As a Senior Portfolio Management Director, Ahmet runs the group’s discretionary portfolio management relationships as a former equity sales trader, Jeff applies his research skills to outside investment manager selection and due diligence while Mike provides valuable insights as the team’s insurance and annuities specialist. The team integrates complementary skill sets to provide a level of sophistication and care to clients typically reserved for institutional investors. Three of the team’s five Financial Advisors – Ahmet Terzioglu, Jeff Machiele and Michael Cregan – spent the early part of their careers at Merrill Lynch, Bob Cohen was a successful local business owner before transitioning into wealth management while Julie Prinzi has spent her entire career at Morgan Stanley. Many of the team’s clients have reached a level of wealth where principal protection and income generation are primary objectives while the group continues to expand its services to individuals and families in the wealth accumulation phase of their lives, both in the Rochester area and across the country. The Terzioglu Cohen Group brings together a wealth management team with over 125 years of combined financial services experience, market perspectives gleaned from roles in securities trading and research as well as an unsurpassed work ethic and commitment to their clients. ![]()
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