Our Team
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...
James P. Gilbert, CFP®
Founder & Managing Partner
(561) 859-0759
Kevin Moree
Partner
Kevin J. Moree is a Partner and Investment Advisor at Cornerstone Private Advisors. He specializes in retirement planning and investment management, having helped countless families and individuals achieve their financial goals in his...
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...