Barry Cohen
Sr. Wealth Advisor
Melville, New York
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Sourced professional profile
Bridger Dawson
Wealth Advisor
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Bridger Dawson helps clients coordinate retirement, family wealth and the financial changes that can follow the loss of a spouse. Based in New York City, he brings experience from Charles Schwab and Edward Jones. His planning approach emphasizes understanding priorities and maintaining steady communication through complex decisions.
View professional sourceBefore your first conversation.
- Areas of focus
- Retirement planning · Multigenerational planning · Business owners · Widowhood
- Credentials recorded in sources
- ChFC®
- Investment minimum
- Confirm directly with the firm.
- Fees & compensation
- Request the current fee schedule and compensation disclosures.
- Email source checked
- 2026-09-16 · Published in the linked professional biography.
- Contact verification
- Confirm current details before relying on this listing.
- Portrait source
- Photo matched to official biography · 2026-09-16
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01Which services do you offer for someone with my goals?
02How do your fees and other compensation work?
03Who will I work with, and how often will we meet?
MA
Mercer Advisors
8 listed professionals
Mercer Advisors coordinates financial planning, investment management, tax, estate, insurance and trust services through an integrated advisory team across a national office network.
Firm contact888-920-1320 (New client enquiries)
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Professional sources reviewed 2026-09-16. Location: Official biography office. Listing does not imply participation, endorsement, or availability for new clients.
Portrait from the linked professional or editorial source. Rights remain with the original owner.
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