Collin Cornell

Advisor at Merrill

Updated today
Merrill logo

Firm

Merrill

Location

Charleston, WV 25301

Credentials

Series 63, Series 66

Industry experience

2 years

About

Collin Cornell is a Financial Advisor with Merrill Lynch Wealth Management. He is a Personal Investment Advisor (PIA) with a focus on connecting clients to the people, plans, and processes that align with their individual ambitions. Collin assists clients in pursuing a range of personal financial goals, including funding educational expenses, planning for retirement, addressing potential health care costs, and creating long-term strategies tailored to their family's objectives.

He holds an Accredited Certificate from the Yale School of Management, underpinning his professional expertise. Collin emphasizes simplicity and transparency in wealth planning to help clients navigate the complexities of investing. His approach centers on understanding each client’s priorities to develop personalized strategies that support their financial goals.

Expertise

College savings (529s, UTMA, etc.) General retirement planning Medicare planning Wealth management

Work history

Bank of America, N.A

2024 - Present (2 years)

Merrill lynch, Pierce, Fenner & Smith Incorporated

2024 - Present (2 years)

College for Financial Planning

2024 - 2024 (1 year)

UnEmployed

2023 - 2024 (1 year)

Newbridge Securities Corporation

2023 - 2023 (1 year)

NyLife Securities, LLC

2023 - 2023 (1 year)

New York Life

2022 - 2023 (1 year)

Cost and Capital Consulting

2021 - 2022 (1 year)

Florida State College

2017 - 2021 (4 years)

Harding Construction

2017 - 2017 (1 year)

UnEmployed

2016 - 2016 (1 year)

Winfield High School

2012 - 2016 (4 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

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Anthony W

Series 63, Series 65

Charleston, WV

Merrill

Anthony Watts serves as a Senior Financial Advisor within Merrill Lynch Wealth Management. In his role, he provides financial guidance and investment strategies to clients, leveraging his expertise as a Personal Investment Advisor (PIA). He holds a Bachelor's Degree from the University of Charleston. This educational background supports his professional qualifications and role in advising clients on wealth management.

Wealth management

Michael F

Series 65, Series 66

St Albans, WV

Edward Jones

Charitable giving & philanthropy Multi-generational wealth transfer Inheritance planning Widow/Widower Intergenerational Families

Austin R

Series 66

Charleston, WV

Merrill

Austin Rosencrance is a Senior Financial Advisor at Hardy, Smith, Cross & Associates, part of Merrill Lynch Wealth Management. He joined the team in October 2017 and focuses on connecting all aspects of clients' financial lives to help prioritize and pursue their goals. Austin holds a Master of Science degree in Banking and Finance from the University of Nottingham, Nottingham, England, and a Bachelor of Science degree in Accounting from West Virginia University. His expertise encompasses family wealth management strategies, liquidity management, managing new wealth, portfolio management services, individual and corporate investment strategy, tax minimization, and retirement income. He holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Residing in Charleston with his wife, Kenzie, Austin enjoys spending time with family, running, and traveling. He and his wife also support West Virginia University athletics.

Wealth management Retirement income strategy Tax-loss harvesting

Brett H

Series 66

Charleston, WV

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning General estate planning guidance Wealth management Founder/Business Owner Doctor or Medical Professional Oil & Gas

Steven D

Series 66

Charleston, WV

Edward Jones

Charitable giving & philanthropy Retirement income strategy General retirement planning Wealth management Government Employee

John S

Series 66

Charleston, WV

Merrill

John Sartaine is a Wealth Management Advisor with Merrill Lynch Wealth Management. He manages portfolios on a discretionary basis, focusing on risk management and aligning clients' risk tolerance with their portfolios. John employs covered call options strategies when appropriate to hedge downside risk and generate income. He holds the CERTIFIED FINANCIAL PLANNER® professional designation and is a Personal Investment Advisor (PIA). John's client service areas include education planning, executive compensation, managing new wealth, philanthropic planning, portfolio management services, women and wealth, and retirement income. He emphasizes developing personalized financial strategies that address clients' long-term goals. He earned a Bachelor of Science in Mining and a Bachelor of Science in Civil Engineering from the University of Kentucky in 1981. John participates in community activities by volunteering to provide wealth management education, especially to newly married couples and widows. His personal interests include boating, fishing, hiking, hunting, and scuba diving.

Wealth management Options & derivatives strategies Retirement income strategy Charitable giving & philanthropy Exec comp design Women Professionals
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