Karen Guffey

Senior Operations Associate

A professional woman with long brown hair, wearing a black blazer and white blouse, smiling against a gray background.
Three women standing outside under an umbrella, smiling and posing for a photo, with a brick building in the background.

With over 20 years of experience in the financial services industry, I’ve dedicated my career to supporting clients and teams through thoughtful operations management. At Cornerstone Wealth, I specialize in account openings, cash management, account transfers, and ensuring seamless processes for both clients and advisors. As a Senior Operations Associate, I work closely with the Operations Manager to keep everything running smoothly. My strengths lie in building meaningful relationships, staying organized, solving problems, and paying attention to the details that make a big difference.

I earned my Business Administration and Business Management degrees from Belmont Abbey College, graduating Cum Laude, and I take pride in bringing that same level of commitment and focus to my work. What drives me most is the opportunity to build trust and provide support that empowers others, whether I’m collaborating with my team or assisting clients in reaching their goals.

Outside of work, my joy comes from my family. I’m the proud mom of three amazing and accomplished daughters who inspire me every day. Some of my happiest moments are spent at Kiawah Island or cheering on Clemson football in Death Valley. I also enjoy volunteering in schools, reading with special needs children, and attending church at The Cove. Whether at work or in the community, I’m passionate about finding ways to create connection and make a positive impact.

Education

Belmont Abby
BS – Business Administration