Jeff Cohen and Christian T. Clinton formed The Cohen and Clinton Group in 2012. Prior to combining forces Jeff was the Managing Director with Wells Fargo Advisors, and Chris was the branch manager of the West Palm Beach Wells Fargo Advisors office. After many years running individual practices we understood we could better help clients reach their goals through the scope of a comprehensive team. Jeff and Chris are supported by Jena Burrows.
Christian Clinton, CFP®
Senior Vice President
Private Wealth Management
Direct: (772) 463-3010
A Wealth of Experience
Chris joined Baird in 2016, and brings over 19 years of industry experience to his clients. He is a CERTIFIED FINANCIAL PLANNERTM professional with expertise in investments and retirement planning. As a financial advisor, he takes a very proactive approach to helping his clients meet their goals by providing a high level, one-on-one experience. Prior to Baird, Chris worked as both a financial advisor and branch manager for Wells Fargo where he oversaw 30+ financial advisors and managed over $2 billion in assets. Chris attended Florida Atlantic University where he earned his Bachelor of Science degree.
Originally from Long Island, New York, Chris has spent the past two decades living in Florida. He currently resides in Jupiter with his wife, Diana, and their three sons, Jake, Alex and Brock. In their free time Chris and his family enjoy spending weekends at their lake house in Lake Placid. Chris lives a busy lifestyle filled with moto cross, running and CrossFit.Why Baird?
Chris is proud to be part of Baird – a fully independent, international firm serving the wealth management needs of families, businesses and organizations for more than 95 years. Nationally recognized as a great place to work, Baird attracts the industry’s best and brightest. Employee ownership gives all of us a personal stake in our clients’ success. It’s a formula that works because of the values we share: honesty, integrity and a commitment to keeping clients first – always.
Senior Client Specialist
Jena has a diverse background in the financial industry ranging from operational management to administrative support. She brings with her a robust understanding of operational and administrative background that will ensure top-quality support to our team. She is dedicated to providing our clients with the highest level of customer service.
Jena currently holds Series 7, 9, 10 and 66 securities licenses with Baird. In addition, she is licensed with the state of Florida in both life and health insurance.
Casey holds Series 6,7,63,66 securities licences along with her Florida State Lifem Health and Variable Annuity License with Baird.