Collin Cornell
Advisor at Merrill
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Merrill
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Merrill
Location
Charleston, WV 25301
Credentials
Series 63, Series 66
Industry experience
2 years
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.
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)
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