Jeff Carbone, CFP®, AIF®

Jeff Carbone, a Founding and Managing Partner of Cornerstone Wealth, has worked in the financial service industry since 1991. He provides professional money management services as well as comprehensive financial planning strategies.

Jeff dedicates himself to provide uncompromised attention to detail as he reviews his client’s current financial situation, risk tolerance, and personal priorities. He believes successful investment management is achieved through a balanced focus of enhancing returns and managing risk while maintaining harmony between wealth preservation and portfolio growth.

Jeff began his financial career with American Express Financial Advisors. There he spent eight years as a senior financial advisor and district manager before moving to Prudential Securities. Jeff joined Andy Smith and Brian Needleman in 2001 to form the team that became Cornerstone Wealth.

Jeff is a member of the Financial Planning Association (FPA) and the prestigious Entrepreneur’s Organization (EO). As an ardent believer in making a lasting contribution to his community, he supports the Harrison Nichols Foundation, Special Olympics, Davidson Day School, Ada Jenkins Center, Hope House, and the Cornelius Animal Shelter.