Cheryl Crawford has 35 years working in the financial services industry and is a retired CPA.
Prior to joining Cornerstone Financial Partners & Associates, LLC, 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.
Getting started is easy! Simply fill out the form below and set up a meeting with one of our experienced team members. In this introductory call, we’ll discuss your financial goals and go over the materials we need from you in order to move forward.
Intervest International, Inc. (III), Registered Investment Advisor, is registered with the SEC and has filed to do business in the District of Columbia and in all states except Vermont, and Wyoming.
Click here to download our Business Continuity Plan Disclosure Statement.
Click here to download our Privacy Notice.
Copyright © 2024. Cornerstone Financial Partners & Associates, LLC.
"*" indicates required fields
