Ronald Loeb

Background

About Ronald Loeb

About the Loeb/Pappas/Cohen Group Ronald F. Loeb is a First Vice President and Wealth Management Advisor in the Bloomfield Hills, Michigan office. David Pappas is a First Vice President and Wealth Management Advisor in the Bloomfield Hills, Michigan office. Jeffrey A. Cohen is a Vice President and Senior Financial Advisor in the Bloomfield Hills, Michigan office. Ron, David, Jeff and their associates are dedicated to providing clients with the finest individually tailored approach to investing and risk management. Our team assists a select group of clients in investment management, tax and estate planning services as well as wealth preservation. Drawing on their experience and Merrill Lynch’s global resources, we are able to develop personalized strategies to address the complex needs of our client’s substantial wealth. We are able to draw upon the resources of Merrill Lynch specialists in the areas of estate planning, private portfolio management and business financial services as well as providing a full compliment of wealth preservation and transfer services. This is what we refer to as our strategic vision. Using proprietary analysis, historical data, and Merrill Lynch’s objective research, the Loeb/Pappas/Cohen Group creates customized investment strategies designed to help meet client expectations, long-term goals and reduce downside risk. Ron and David have combined 65+ years investment experience. David has his Certified Investment Management Analyst® Certification, which provides him with greater knowledge of asset allocation, ethics, risk and performance measurement, investment objectives and due diligence in the managed money arena.