Experience

Cornerstone Wealth Group, LLC

• United States
• Financial Services
• 1 - 100 Employee

• Managing Partner

  • Jan 2001 - Present

  Cornerstone Financial Partners, Inc dba Cornerstone Wealth. is led by four wealth management professionals with diverse and complimentary backgrounds with over 80 years of combined experience. The firm employs 21 wealth advisors and 30 executive and professional staff members. The partners share a passion for the industry and serving their clients. They believe that the key to successful wealth management is to pursue the optimal balance between enhancing returns and managing risk. Cornerstone Wealth is committed to serving their clients in a manner that aligns with the firm’s core mission to provide clarity and confidence in the ever changing world of wealth management. Investment advisory services offered through Cornerstone Wealth Group, LLC dba Cornerstone Wealth, a SEC registered investment adviser. Securities offered through Mutual Securities Inc., Member FINRA/SIPC. Cornerstone Wealth is not affiliated with Mutual Securities, Inc. Through our Registered Investment Advisor, Cornerstone Financial Partners we use multiple custodians for our advisory assets to including Charles Schwab and Fidelity. Any custodians utilized by the Registered Investment Advisor are separate entities from Mutual Securities, Inc. Third party posts viewed on this profile do not reflect the views of Mutual Securities, Inc. as to accuracy or completeness. For a list of states that I am registered to do business, please visit www.cwgadvisors.com


Prudential Financial
• United States
• Financial Services
• 700 & Above Employee
• Associate Managing Director

  • Jan 1999 - Jul 2001

American Express
• United States
• Financial Services
• 700 & Above Employee
• Sr. Financial Advisor & District Manager

  • 1992 - 1999