Shari DeStefano

Shari joined Cornerstone Wealth in 2017. As a client services manager, she provides support for Wealth Advisors and the Executive Team as well as oversees client service associates. Shari answers client inquiries, assists in meetings between clients and advisors, and assists clients with information pertaining to their accounts and investments. Shari also provides training and mentoring for new hires of the firm.

Shari has a BA in Business Management from North Carolina State University and over 25 years of customer service experience. She started her career in corporate training and spent the past 13 years managing a medical supply company.