Dana Cornell has more than two decades of experience guiding clients toward their financial goals. He’s a graduate of the State University of New York Brockport, where he earned a degree in business administration and was an academic All-American on the varsity football team
Prior to arriving at Uniting Wealth Partners, Dana ran his own advisory—Cornell Capital Holdings—for more than five years. Previous to that, he spent more than 13 years at Morgan Stanley, where he learned the critical importance of overdelivering for clients.
Dana prides himself on providing institutional-level tax mitigation strategy and tools to his clients, as well as income generation and generational wealth planning
Dana is a Certified Financial Planner® and Certified Investment Management Analyst® and has also earned Series 7 and 63 licenses through FINRA.