Jessica Abraham
Client Services Associate
I joined Cornerstone Wealth in 2023, excited to bring my passion for helping others to the Huntersville, NC office. In my role, I work closely with our wealth advisors to create a smooth and seamless process for clients, ensuring they always feel supported and valued. From organizing key details to acting as the bridge between advisors and clients, my goal is to make every financial journey as stress-free and straightforward as possible.
What I love most about my role is the opportunity to build meaningful relationships with clients. Financial planning can feel overwhelming at times, and I take pride in creating an experience where clients feel heard, understood, and confident in the steps we’re taking together. I’m a firm believer that every detail matters, and I strive to deliver service that not only meets expectations but exceeds them.
Outside the office, I enjoy spending time with family and friends, connecting with my community, and embracing life’s little moments. Whether I’m working with clients or at home with loved ones, I’m passionate about being a source of support and creating positive, lasting connections.
Education
University of North Carolina, Charlotte
BA – English
Professional Certifications
Financial Paraplanner Qualified Professional™ FPQP®
Office Location