Anna CornellAdvisor Transition Lead
Anna Cornell brings a highly personal, detail-oriented approach to her role as Advisor Transition Lead at Indivisible Partners. With over 15 years of wealth management experience, Anna ensures that advisors and clients experience a smooth, confident transition to our platform—one that honors the relationships they’ve built and sets them up for long-term success.
Prior to joining Indivisible Partners, Anna held a senior support role at Merrill Lynch, where she earned multiple Top Client Associate awards for excellence in service. As a Client Associate and Practice Coordinator, she supported high-performing teams across daily operations, onboarding, event planning, and training and became a trusted resource for both advisors and clients.
Anna’s approach to transitions goes beyond logistics. She understands that moving a practice is deeply personal and that the bond between advisor and client is built on trust. Her dedication to client experience and collaborative teamwork ensures every transition is executed with precision, empathy, and care.
Originally from New Jersey, Anna now lives in Vermont with her husband, their dogs, and a lively flock of chickens. On weekends, you’ll find her skiing in the mountains or tending her garden, grounded in nature and driven by purpose.