Organization: The Cornell Group, a private wealth advisory practice of Ameriprise Financial Services, LLC
Name: Eric M. Cornell, CFP , APMA , CRPC , CFS
As Private Wealth Advisor and Managing Director of The Cornell Group, a private wealth advisory practice of Ameriprise Financial Services, LLC, Eric Cornell has been building tailored wealth management strategies and providing financial advice for his clients since 2001. Ameriprise awarded him Diamond Ring status in 2020. Cornell and his team primarily cater to business owners, C-suite executives, and high-income households. A graduate from St. Bonaventure University with a degree in finance, he began his career with Ameriprise in Philadelphia before finding his way to Florida in 2006. “‘Success is paid for upfront, and in full’ is something my first mentor used to say to me [what seemed like] 10 times a day,” says Cornell. “That has always driven me. It has been the catalyst for my work ethic and commitment to our clients’ success over the past 20 years.” In addition to wealth management strategies, the team brings a holistic approach to each client’s unique situation, which encompasses retirement planning/transition, wealth preservation strategies, and succession planning. “Our process is focused on our client’s individual goals—really understanding what their vision is—and then designing strategies that take all aspects of their financial lives into account.”
11300 US Highway 1, Suite 600 • Palm Beach Gardens
561.273.4548 • ameripriseadvisors.com/eric.m.cornell
Facebook Comments