Co-Founder
Cheryl Crawford has 35 years working in the financial services industry and is a retired CPA. Prior to joining Cornerstone Financial Associates, Cheryl worked for Morgan Stanley, Ernst & Young, Guardian Life Insurance Company and Park Avenue Securities in New York City. Her professional experience includes CFO, Director of Corporate Tax and broker dealer and insurance operations. She now operates out of our Charlotte, NC office.
Cheryl earned her MBA from the Wharton School of Business and her BBA from the University of Michigan.
Cheryl lives in Charlotte, NC. Her two sons, recent college graduates, are pursuing their careers in business and academia.
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- We start with your practice, your timeline, and your goals.
- You leave with clarity, whether or not you work with us.
- Everything is framed as education, backed by written schedules.
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