Broker Check

Meet The Team

At our firm, we have the client—and only the client—in mind.

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

At our firm, we have the client—and only the client—in mind.

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

James P. Gilbert, CFP®

Founder & Managing Partner

James P. Gilbert, CFP, is Founder and Managing Partner at Cornerstone Private Advisors. He is responsible for overseeing all administrative and financial matters at the firm and has been serving clients in the industry since 1991.

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Stephen Salis

Partner

Steve has over 25 years of corporate management and direct client work in the financial sector. Before joining Cornerstone, he spent 8 years managing client accounts as an AXA Advisors, LLC Registered Representative and Investment...
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Kevin Moree

Partner

Kevin J. Moree is a Partner and Investment Advisor at Cornerstone Private Advisors. He specializes in Investment Management, Retirement Planning and Estate Planning, having helped countless families and individuals achieve their...
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Lee Michael Morrison

Financial Advisor

A family man and third generation Miamian, Lee Michael Morrison came to Cornerstone Private Advisors in 2021 after being in the financial services industry for 12 years. Lee firmly believes that families and small business deserve to...
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Barbara Frasier

Client Services

Barb has over twenty years of client support experience in the financial services and investment field. She is very much a “people person” and enjoys working with clients. Barb's experience and background make her the ideal go to...
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Client Centered

Client Centered

Whether you are investing to build wealth, protect your family with insurance, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.