- Anything Boat related
- Golf
- Tennis
- Snowboarding
- Networking
- Volunteering
Samuel Cornwell
Fort Lauderdale
Summary
Finance professional with expertise in financial analysis, planning, and client portfolio, combined with firsthand experience in the luxury yacht industry. Proven ability to optimize revenue, manage high-value contracts, and deliver concierge-level financial service to high-net-worth clients. Adept at aligning financial strategy with luxury brand standards and operational excellence.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Associate Financial Advisor
Coastal Wealth and Levanti Wealth
12.2024 - Current
- Supported senior advisors in preparing presentations for client meetings, ensuring accurate data representation while also highlighting relevant insights.
- Proactively monitored economic news and global events impacting financial markets; updated senior advisors accordingly so they could better serve their clientele.
- Identified areas of improvement in internal processes, implementing changes that ultimately led to better outcomes for both the firm''s staff members as well as its clientele base.
- Enhanced client satisfaction by providing personalized financial advice and investment recommendations.
Financial Advisor Trainee
Florida Financial Advisors
04.2024 - 12.2024
- Completed training in financial planning, investment analysis, insurance sales, and client relationship while pursuing FINRA licensing requirements.
- Gained hands on exposure to retirement planning, insurance strategies, and portfolio construction under senior advisor mentorship.
- Gained strong foundation in compliance, client onboarding, and financial needs assessment.
Yacht Charter Broker
Self Employed at AzurMiami
01.2019 - 05.2022
- Built and sold a yacht charter brokerage book of business system connecting high-net-worth clients with luxury yacht owners.
- Negotiated and structured high-value charter contracts and financial arrangements.
- Increased revenue through optimized pricing and client acquisition strategies, while ensuring five-star service with clients and keeping great relationships with yacht owners to ensure profitability for both parties.
Deckhand/ 1st Mate
Golden Touch Yacht
01.2018 - 07.2021
- Developed strong teamwork skills by actively collaborating with fellow crew members in various tasks and emergency situations.
- Handled lines during mooring operations efficiently, securing the vessel safely at designated locations.
- Inspected and maintained deck equipment and supplies.
- Performed maintenance tasks such as painting, chipping rust, and greasing equipment to extend the lifespan of onboard assets.
Education
Corporate Finance
Santa Fe College
Gainesville, FL04-2021
Skills
- Cash flow management
- Insurance planning
- Retirement planning
- Portfolio management
- Debt management
- Capital raising
- Customer service
- Time management
- Attention to detail
- Critical thinking
- Relationship building and management
- Insurance sales
- Client relations
Certification
- Securities Industry Essentials
- 2-14 Life and Variable Annuities
- Series 7
Interests
Timeline
Associate Financial Advisor
Coastal Wealth and Levanti Wealth
12.2024 - Current
Financial Advisor Trainee
Florida Financial Advisors
04.2024 - 12.2024
Yacht Charter Broker
Self Employed at AzurMiami
01.2019 - 05.2022
Deckhand/ 1st Mate
Golden Touch Yacht
01.2018 - 07.2021
Corporate Finance
Santa Fe College
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