Andrea Pine, AIF®

Retirement Plan Advisor

Andrea is a seasoned financial services professional with over two decades of experience. She began her career in mortgage and real estate before transitioning to personal and business investments in 2000. With past roles as Institutional Services Manager and Operations Manager for Alaska USA Trust Company, Andrea brings a wealth of expertise.

In 2006, she moved from Alaska to North Carolina and joined a financial advisory firm as a client service representative. In 2013, Andrea became an essential part of Cornerstone Wealth Group, where she manages the day-to-day needs of retirement plan clients and participants. Her role involves close collaboration with plan sponsors, recordkeepers, and third-party administrators, supporting Cornerstone Advisors working with retirement plans.

Andrea's deep understanding of the financial landscape and dedication to excellence make her an invaluable asset to the team and a trusted partner for clients.

Professional Credentials

Securities Exams Passed:

  • Series 7- General Securities Representative Exam

  • Series 63 – Uniform Securities Agent State Law Exam

  • Series 65 – Investment Advisers Law Exam