Edward Wood, CFP®, AIF®

I joined Cornerstone Wealth in 2011 as a Wealth Advisor and became a Partner in 2018, bringing over 15 years of prior experience in the financial services industry. Before Cornerstone, I honed my expertise at Principal Financial Group’s Executive Benefit Planning Group and as Sales Vice President at Highland Capital Brokerage. My career has been dedicated to helping clients achieve their financial goals through a thoughtful, process-driven approach.

With a bachelor’s degree in Industrial Technology and a minor in Business Administration from East Carolina University, I blend science and business principles to deliver clear, strategic financial guidance. As a CERTIFIED FINANCIAL PLANNER™ Practitioner and Accredited Investment Fiduciary, I specialize in guiding individuals and families through retirement planning, investment strategies, and customized wealth solutions.

I’m passionate about building strong relationships with my clients and seeing their plans come to life. Whether working through complex strategies or celebrating milestones, my focus is on empowering each client to achieve financial clarity and success.

Outside of work, I enjoy spending time with my family, cooking, playing golf, and actively serving on the board of directors for C.O.S. Kids – Child Development Academy.