Annabeth Wilkes

I joined the Cornerstone Wealth team in 2021 after passing the CFP® exam, driven by a passion for helping clients feel secure and confident in their financial futures. In my role, I support our Wealth Advisors in delivering personalized service to meet clients’ needs in our Charlotte office. My career began at Vanguard, where I focused on guiding beneficiaries through the process of inheriting a loved one’s assets – an experience that shaped my commitment to providing care and clarity during life’s pivotal moments.

A graduate of Winthrop University with a Bachelor of Science in Business Administration and a concentration in Financial Planning, I’m proud to bring both technical knowledge and a personal touch to every client interaction. Helping others achieve their financial goals is not just a career for me – it’s a calling.

When I’m not at work, I cherish time with my family and friends and enjoy being an active part of my church in Rock Hill, SC. Whether professionally or personally, I’m passionate about building relationships and making a positive impact in the lives of others.