Cornerstone Private Advisors, Llc
We are located in Southeast Florida and specialize in Wealth Management, Estate Planning and Financial Planning for individuals, families and closely held businesses. We have strategic partnerships with hundreds of investment companies through which we access world class investment advice and cutting edge technology. Yet as an independent firm, our responsibility is always to our clients and and our advice is always our own and always unbiased. Securities and Investment Advisory Services offered through Woodbury Financial Services, Inc. Member FINRA, SIPC and Registered Investment Advisor P.O. Box 64282 St. Paul, MN 55164 (800) 800-2638. Cornerstone Private Advisors, LLC and Woodbury Financial Services Inc. are not affiliated entities
7-day free trial · no credit card
Verified contacts
10
available on Kipplo
LinkedIn employees
11
1 to 10 range
Open roles
—
no listings
Distinct roles
9
indexed titles
Tech stack
1
tools in use
Monthly traffic
—
organic / mo
Sign up free to see all 10 verified contacts at Cornerstone Private Advisors, Llc
Free for 7 days · 50 credits · no card · only pay for verified records.
Decision-makers and verified team members
10 contacts with verified email or phone · masked until revealed.
- AA
Akshaya Akshaya
Acccountant · Finance & Accounting
EmailPhone - JP
Joseph Prestianni
Vice President · General Business & Management
EmailPhone - AL
Alexandra Licata
Administrative Assistant · Operations
EmailPhone - BF
Barbara Frasier
Executive Financial Administrator · Finance & Accounting
EmailPhone - JG
James Gilbert
Managing Partner · General Business & Management
EmailPhone - KM
Kevin Moree
Partner · General Business & Management
EmailPhone - SS
Stephen Salis
Partner · General Business & Management
EmailPhone
Showing 7 of 10 verified contacts
Top roles at Cornerstone Private Advisors, Llc
9 distinct titles indexed · top 9 shown.
- 2partner
- 1acccountant
- 1administrative assistant
- 1executive financial administrator
- 1hardware
- 1investment advisor representative
- 1investment advisor representative and vice president
- 1managing partner
- 1vice president
Sign up to unlock all 10 contacts at Cornerstone Private Advisors, Llc
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 10 verified contacts at Cornerstone Private Advisors, Llc
7-day trial · no credit card · cancel anytime · only pay for verified records.
Trusted by sales, marketing, and GTM engineering teams.