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Annabeth W
CFP®, Series 63
Charlotte, NC
Cornerstone Wealth
Annabeth Wilkes is a CFP® with seven years of industry experience, currently serving as an advisor at Cornerstone Wealth in Charlotte, NC. Her prior roles include positions at The Vanguard Group and Burkett Financial Services. She is a member of the finance committee at Pioneer Church in Rock Hill, SC. Cornerstone Wealth Group is an SEC-registered investment adviser serving individuals, trusts, employer plan sponsors, other advisers, and corporations. The firm provides comprehensive portfolio management and consulting services, employing model-based portfolios with a range of investment vehicles and offers both discretionary and non-discretionary solutions.
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