OUR TEAM
Don Cornagie
Senior Managing Director & Partner
When an injury forced him to retire, he started serving people in a different way: Financially.
He’s worked as a branch manager, regional sales manager and a management training advisor for industry giants like Merrill Lynch and Morgan Stanley.
But he is his happiest as a financial advisor.
Titles aside, Don knows the vital role he plays in a clients’ financial well being.
Dialogue Before Direction
Don’s experience in the armed forces made planning the foundation in his approach. But before he creates a plan, he listens to what his clients say.
It’s how he can uncover insights about their financial situation to provide his trademark financial counseling based on what they have now—and what they want to happen in the future. He strives to help create that balance between emotion and strategy as clients maneuver through life’s events.
Seven Decades of Experience
Don will tell you his job is easy. Literally everyone—no matter their net worth or the amount of investible assets—could use advice when it comes to making sensible, realistic investment plans.
Don will also tell you his work that goes into creating and managing those investment strategies is complex and carries with it a massive responsibility.
Outside the Office
Don’s a workhorse, so it makes sense he’s also an amateur equestrian. He owns several competition level P.R.E. (Andalusian) dressage horses.
Don earned a Bachelor of Science (Geophysics) at Virginia Tech and went on to complete his MBA at the University of West Florida.
He’s happily married to Wendy and the proud father of three adult children.
