James P. Gilbert, CFP®
Founder & Managing Partner
(561) 859-0759
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....
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...
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...
Lee Michael Morrison
Financial Advisor
(561) 859-0759
Barbara Frasier
Client Services
(561) 859-0759
Barb is the most recent addition to the firm. She is a Financial Administrator with over twenty years of client support experience in the financial services and investment field. She is very much a “people person” and...