Lori Whittle

I joined Cornerstone Wealth in 2025 as a Senior Client Services Associate, and it’s been an incredible privilege to support our wealth advisors and clients in the Huntersville, NC office.  With over 20 years of experience in the financial services industry—including 13 years with TIAA and 4 years with Jackson/Curian Capital—I’ve I’ve always focused on elevating the client experience and bring with me a commitment to delivering thoughtful and personalized service to everyone I work with.

I’m a registered representative with Series 6 and 63 licenses, as well as a North Carolina Insurance license. My professional and personal mantra is simple: “Meeting challenges with positivity is who I am, results are my goal.”

Originally from New York, and a University of Michigan graduate (Go Blue!), I spent over two decades enjoying life in Colorado before relocating to North Carolina with my family in 2023. Outside of work, you’ll usually find me adventuring with my husband, our wonderful daughters, and lovable dogs. I’m an outdoor enthusiast who’s happiest hiking, camping, or just soaking in the beauty of nature. I also have a passion for travel and live music, and have an impressive, if impractical, archive of movie lines I like to quote.