Annabeth Wilkes
Relationship Manager
Annabeth joined the Cornerstone team in 2021 after passing the CFP exam. She supports Wealth Advisors to service clients’ needs in the Charlotte office. She began her career at Vanguard, specializing in helping beneficiaries inherit a loved one’s assets.
Annabeth graduated from Winthrop University with a Bachelor of Science in Business Administration with a concentration in Financial Planning. She enjoys spending time with her friends and family and attending Pioneer Church in Rock Hill, SC.
Education
Winthrop University: BS – Business Administration, Concentration in Financial Planning
Professional Credentials
Securities Exams Passed
Series 7 – General Securities Representative Exam
Series 63 – Uniform Securities Agent State Law Exam