Andrew Smith Email & Phone Number
Founder and Managing Partner @ Cornerstone Wealth Group, LLC
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Andrew Smith Location
- Charlotte, NC, US
Andrew Smith Work
- Founder and Managing Partner @ (April 2000 - Present)
- Managing Partner @ (April 2000 - Present)
- Partner Firm @ (January 2018 - Present)
- Managing Partner with Cornerstone Wealth @ (January 2011 - January 2017)
- Managing Partner, Cornerstone Wealth @ (January 2004 - January 2010)
- Financial Advisor @ (January 2001 - January 2003)
- Licensed Financial Specialist @ (January 1998 - January 2001)
Andrew Smith Education
- North Carolina State University
Bachelors (Material Science and Business Management)
1992-1996 - Queens University of Charlotte
Certified Financial Planner (Wealth Management)
Andrew Smith Skills
- Wealth Management
- Retirement Planning
- Investments
- Securities
- Financial Services
- Financial Advisory
- Estate Planning
- Insurance
- Risk Management
Andrew Smith Summary
- Andrew Smith, based in Charlotte, NC, US, is currently a Founder and Managing Partner at Cornerstone Wealth Group, LLC. Andrew Smith brings experience from previous roles at Cornerstone Wealth Group, LLC, Focus Financial Partners, LPL Financial and Securities America Inc.. Andrew Smith holds a 1992 - 1996 Bachelors in Material Science and Business Management @ North Carolina State University. With a robust skill set that includes Wealth Management, Retirement Planning, Investments, Securities, Financial Services and more. Andrew Smith has 1 emails and 2 mobile phone numbers on RocketReach.
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Top Cornerstone Wealth Group, LLC Employees
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San Francisco, CA, US
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Cornelius, NC, US
Craig Rubrecht
CEO, Partner
Cornelius, NC, US
Terri Fiessinger
Chief Operating Officer and Chief Financial Officer
Huntersville, NC, US
Matt Moyzis
Wealth Advisor
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Jeffrey Carbone
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Andrew Smith
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Cindy Meares
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Matthew Sandberg
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Ashley White
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