Shari DeStefano

Since joining Cornerstone Wealth in 2017, I’ve been dedicated to ensuring every client interaction is seamless and every advisor is fully supported. As a Client Services Manager, I oversee our client service associates, assist clients with account and investment inquiries, and facilitate productive meetings between clients and advisors. I also have the privilege of mentoring and training new hires, empowering them to deliver the exceptional service our firm prides itself on.

With a BA in Business Management from North Carolina State University and over 25 years of customer service experience, I’ve dedicated my career to helping others. Before Cornerstone Wealth, I honed my skills in corporate training and spent 13 years managing a medical supply company, where I learned the importance of precision and trust. These values continue to guide me in supporting our team and clients with care and professionalism.

What drives me most is helping others find clarity and confidence, whether through solving a complex account issue or ensuring a seamless client experience. At Cornerstone Wealth, it’s a privilege to play a role in helping families and individuals achieve their financial goals, and I’m honored to be part of that journey.