Collin Cornell
Collin Cornell, CIMA® is a financial professional focusing on investment management, portfolio strategy, retirement planning, and wealth transfer strategies. He holds the Certified Investment Management Analyst® (CIMA®) designation from the Investments & Wealth Institute™ with a focus on quantitative analysis, advanced portfolio construction, risk management, and institutional investment consulting.
Collin focuses on disciplined portfolio design, strategic asset allocation, and evidence-based investment decision-making. His work emphasizes applying institutional-level investment principles to help clients pursue long-term financial objectives with clarity and confidence.
Collin works with individuals, families, small businesses, and corporations, helping them navigate complex financial decisions through customized investment strategies and long-term planning. He also holds FINRA Series 7, 63, and 65 registrations.
Communication is instrumental to managing life's challenges. That's why I work to engage you and your family in the financial decision-making process. Communicating openly with family members on the sometimes-difficult subject of wealth can be a challenge. I can help facilitate these discussions and offer personalized financial strategies designed to educate the younger generation about how assets may be invested.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
