Delano Cobran
Advisor at Merrill
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Merrill
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Lake City, FL
Credentials
Series 66
Industry experience
3 years
Delano Cobran is a Private Wealth Advisor at Merrill Private Wealth Management. He works with senior executives, business owners, entrepreneurs, next-generation wealth creators, and ultra-affluent families to address multiple facets of their financial lives. Delano utilizes a holistic, goals-based framework to help clients advance their personal, professional, and philanthropic objectives.
Delano has approximately 20 years of experience in the investment field, collaborating with successful families and business owners. He is part of a team that leverages the investment resources of Merrill and the banking services of Bank of America to offer clients strategies encompassing asset management, wealth transfer, philanthropy, cash flow management, banking, lending, and preparing multiple generations for financial responsibility.
He holds a Bachelor’s degree from the University of Montana and the Chartered Financial Analyst (CFA) and CERTIFIED FINANCIAL PLANNER (CFP) designations. Delano is an active member of the CFA Society of Minnesota and participates in community activities including the CFA Research Challenge and Habitat for Humanity. Outside of work, he enjoys spending time with his two young children on their hobby farm in Delano, MN, and building and flying large-scale radio-controlled aircraft.
Based on Merrill
$0 - $2,000,000: 1.10% (for Managed Strategy with MFSA under $2 million) $2,000,000+: 1.00% (for Managed Strategy with MFSA at and above $2 million)
Account minimum: $2,000,000 minimum to qualify for Premium Access Strategy per SEC data and Merrill brochure context; no other firm-wide minimum clearly stated
Lake City, FL
Florida · Texas
Bank Of America, N.a.
2024 - Present (2 years)
Merrill
2021 - Present (5 years)
City of Tallahassee
2018 - 2021 (3 years)
City of Tallahassee
2013 - 2018 (5 years)
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