Advisors

BRUCE E. PUTNAM
Wealth Advisor
Series 7, 66, Life, Health and Long Term Care Insurance Licensed
Bruce joined Cornerstone Financial Partners, Inc. in 2003 after he retired from BellSouth servicing Nations Bank, Wachovia and hospitals in the southeast. He works with pre-retirees and retirees on risk management, investments and retirement planning strategies. Bruce specializes in working with clients from the telecommunications and energy industries. He also enjoys working with small business owners.

Securities are offered through LPL Financial. Member FINRA/SIPC.
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DAVID F. ROTATORI
Associate Wealth Advisor
Series 7, Series 66, Life, Health and Long Term Care Insurance Licensed
David joined Cornerstone Financial Partners, Inc. in 2006 after working in the wealth management division of Morgan Stanley. David works with the partners to service and advise clients of the firm. With a passion for the financial industry, he earned a bachelor’s degree in business administration, with a concentration in finance from the Goizueta Business School at Emory University. David is currently enrolled in the Certified Financial Planner program at Queens University in Charlotte, NC.

Securities are offered through LPL Financial. Member FINRA/SIPC.
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JONATHAN S. BROWN, CFP^®
Associate Wealth Advisor
CERTIFIED FINANCIAL PLANNER™ “Practitioner”, Series 6, 7, 63, 65, Life,
Health and Long Term Care Insurance Licensed
Jonathan joined Cornerstone Financial Partners, Inc. in 2009 after spending four years as a registered representative at the Vanguard Group. He works with the partners to service and advise the clients of the firm. He graduated from Ohio University where he earned a Bachelor’s of Business Administration with a concentration in finance. Jon is also a graduate of the University of North Carolina at Charlotte’s Certified Financial Planner program. He completed the demanding requirements to become a CERTIFIED FINANCIAL PLANNER™ professional. Earning and maintaining the right to use the CFP^® mark means that Jonathan has passed a rigorous certification examination and continues to meet the CFP^® Board of Standard’s specific education, experience and ethical requirements.

He is a member of the Young Professional Society, a volunteer organization that works to raise support and awareness for the Ronald McDonald House of Charlotte.

Securities are offered through LPL Financial. Member FINRA/SIPC.
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MARTHA H. WRIGHT
Wealth Advisor
Series 6, 63, 65, Life, Health and Long Term Care Insurance Licensed
Martha Wright merged her practice with Cornerstone Financial Partners, Inc. in 2012. Martha advises out of the Greenville, South Carolina Branch has been in the financial services industry for over two decades. She works with clients from all walks of life and particularly enjoys serving retirees and pre-retirees who want to establish a financial plan that is aligned with their goals. Her clients include retired government employees, teachers, physicians, business executives as well as many other retirees.

Martha received her BS Degree from East Carolina University and her MA from the University of North Carolina at Charlotte. As a member of the NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL PROFESSIONALS, Martha is a lifetime member of the Million Dollar Roundtable. In addition to her professional career, Martha is a member of Pleasant Hill Baptist Church, serves on the Advisory Council at North Greenville University, Board of Directors for Greer Community Ministries, Board of Trustees for Connie Maxwell Children’s Home and is past Chair of the Greenville Regional Education Advisory Board. In 2009 she was recognized as a lifetime member in the Cambridge Who’s Who Registry of executives, professionals and entrepreneurs.

Securities are offered through LPL Financial. Member FINRA/SIPC.
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