Cornelius Clark

Advisor at Merrill

Updated today
Merrill logo

Firm

Merrill

Location

Duluth, GA 30097

Credentials

Series 63, Series 66

Industry experience

3 years

About

Cornelius Clark is a Financial Solutions Advisor at Merrill Lynch Wealth Management. In his role, he focuses on understanding his clients' priorities and developing strategies to pursue their financial goals. He works with clients on a range of financial matters including general investing, retirement planning, and saving for unexpected events.

Clark holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Kennesaw State University. He emphasizes ongoing advice and guidance, adapting to clients' changing needs through regular discussions about their goals and concerns.

Expertise

General retirement planning Wealth management

Work history

Bank of America, N.A.

2025 - Present (1 year)

Merrill Lynch, PIERCE, FENNER & SMITH INCORPORATED

2025 - Present (1 year)

Unemployed

2024 - 2025 (1 year)

The Prudential Insurance Company of America

2024 - 2024 (1 year)

Pruco Securities LLc

2023 - 2024 (1 year)

Morgan Stanley

2023 - 2023 (1 year)

E*TRADE Securities LLC

2020 - 2023 (3 years)

DoorDash

2020 - 2020 (1 year)

Jets Pizza

2017 - 2020 (3 years)

Kennesaw State University

2015 - 2020 (5 years)

Disclosures

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Business ownership considerations Doctor or Medical Professional Founder/Business Owner Gen Y/Millennials (Born 1980-1995)

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Series 66

Alpharetta, GA

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Wealth management Retirement income strategy General retirement planning Charitable giving & philanthropy Tax-loss harvesting Parents
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