Alison Cornwell biography at Rebalance IRA

Senior Investment Advisor

Alison Cornwell is a series 65 license holder with over 20 years of investment experience who knows how to support clients and deliver a premium service. During her 12 years at Morgan Stanley Smith Barney, working with one of America’s top 10 wealth managers, she handled everything from the accounts of billionaire Silicon Valley entrepreneurs to children’s college funds and executive retirement accounts. But it was her experience with high-end financial products accessible only to the very wealthy, such as hedge funds, private equity, and venture capital that ultimately led her to embrace the Rebalance investment strategy. Bringing the benefits of high-end wealth management to everyone, she believes, was long overdue and Rebalance gives her the opportunity to help make it happen.

Alison received a Bachelor of Arts from California State University in Chico with a major in economics. A California native, she spends her time off-duty snowboarding, wakeboarding and camping with her children. Alison frequently is shuttling her son to wrestling meets and her daughter to softball games.

Alison in the Press:

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