Our Team

Edward Bell, III, CFP^® -- Edward is a CERTIFIED FINANCIAL PLANNER™ professional and principal in the Fort Myers office.  Before joining Cornerstone Financial Planning, Inc. Edward was a Capital Markets officer with First Union National Bank (currently Wells Fargo) in Charlotte, North Carolina.  Mr. Bell has worked on the Interest Rate Swaps and at Credit Derivatives desks. Edward is a graduate of Hampden-Sydney College in Virginia with a BA in Economics and German. He holds the Series 7, 24, and 63 securities licenses with LPL Financial, as well as a Florida insurance license. Mr. Bell lives in Fort Myers, Florida, with his wife Rachel and four children, Charlie, Jack, Sam and Anna Kate.

Gretchen McThenia Collins  -- Gretchen rejoined the firm in 2017 after working as a financial advisor for Wells Fargo Advisors for the last 10 Years. Before that, Gretchen was a Licensed Banker with Wachovia Bank, which is currently Wells Fargo Bank. She holds a degree in Economics from Washington and Lee University in Virginia. She holds Series 7, 66 and 63 securities licenses with LPL Financial and Florida Life, Health and Annuity insurance licenses. She lives in Fort Myers Beach with her husband Brad and her children Whitley and Emma.