Jeffrey Carbone, CFP®, AIF®

As a Founding and Managing Partner of Cornerstone Wealth, I’ve been honored to guide clients through their financial journeys since beginning my career in 1991. Specializing in professional money management and comprehensive financial planning, I’m passionate about helping individuals and families navigate the complexities of preserving and growing their wealth. I take pride in delivering meticulous attention to detail, carefully balancing my clients’ risk tolerance, personal priorities, and current financial situations to build strategies that align with their goals.

My career began with American Express Financial Advisors, where I spent eight years as a senior financial advisor and district manager. I subsequently joined Prudential Securities before partnering with Andy Smith and Brian Needleman in 2001 to establish the foundation for what is now Cornerstone Wealth. I’ve always believed successful investment management is about finding harmony—enhancing returns while skillfully managing risk, all while preserving my clients’ wealth and empowering their financial futures.

Beyond the office, I’m deeply committed to giving back to my community. I actively support organizations like Lake Norman Humane, and Community School of Davidson along with Veteran support through OptiVets and Wounded Warriors. I’m proud to serve on the board of Make-A-Wish, helping fulfill life-changing dreams for children. As a member of the Financial Planning Association (FPA), I continue striving to make a meaningful impact in both my professional and personal life.