Four wealth management professionals with diverse and complementary backgrounds lead the team at Cornerstone Financial Partners, Inc. Combined, the partners offer over 65 years of experience and share a passion for the industry and serving their clients. In addition to our partners, we are proud to have a well-rounded and knowledgeable group of associate wealth advisors and a professional support team.
clarity & confidence in the ever changing world of wealth management
We are licensed to sell Insurance Products in the following states: AL, CO, CT, FL, GA, IL, IN, MD, NC, NJ, NY, PA, SC, TN, TX, VA, WV, WY
We are registered to sell Securities in the following states: AL, AZ, CA, CO, CT, FL, GA, IL, IN, KS, KY, LA, MA, MD, ME, MO, NC, NJ, NV, NY, OH, PA, RI, SC, TN, TX, VA, WI, WY
Securities offered through LPL Financial, Member FINRA/SIPC, Investment Advice offered through Cornerstone Financial Partners, Inc.,
a registered investment advisor and separate entity from LPL Financial.
LPL Financial and its Representatives do not provide tax or legal advice.
Investors must consult their tax advisor or legal counsel for advice and information concerning their particular situation.
www.finra.org www.sipc.org
We are registered to sell Securities in the following states: AL, AZ, CA, CO, CT, FL, GA, IL, IN, KS, KY, LA, MA, MD, ME, MO, NC, NJ, NV, NY, OH, PA, RI, SC, TN, TX, VA, WI, WY
Securities offered through LPL Financial, Member FINRA/SIPC, Investment Advice offered through Cornerstone Financial Partners, Inc.,
a registered investment advisor and separate entity from LPL Financial.
LPL Financial and its Representatives do not provide tax or legal advice.
Investors must consult their tax advisor or legal counsel for advice and information concerning their particular situation.
www.finra.org www.sipc.org