Cynthia Reese
Operations Associate
I joined Cornerstone Wealth in August 2010 as an Administrative Associate and transitioned to the Operations Team in June 2014. Over the years, I’ve had the opportunity to take on a variety of roles, from managing client communication and compliance to supporting special projects and assisting the Operations Manager. With over 25 years of experience in customer service and administration, including time in banking and real estate, I strive to bring a versatile and team-oriented approach to everything I do.
A North Carolina native, I began my career in real estate with Coldwell Banker before moving to the Charlotte area, where I worked for a local church prior to joining Cornerstone. My journey has given me a strong foundation in building meaningful relationships and attention to detail, both of which I bring to my work every day. At Cornerstone, I’m proud to be part of a team that values excellence and client care.
Outside of work, I enjoy being involved in my community through Grace Covenant Church, where I volunteer with the Guest Services Team and a Life Group. When the weather warms up, you’ll often find me enjoying outdoor activities around the area. Whether supporting the Cornerstone team or volunteering in my community, I’m passionate about fostering connections and making a difference in the lives of others.
Education
Mars Hill College
Business AdministrationAdmin U Program of LPL Financial
Specialist’s Degree
Office Location