Stephen Salis

Q: What is Stephen Salis email address?

Email Stephen Salis at ckstjamj22@hotmail.com and ssalis@cornerpa.com. This email is the most updated Stephen Salis email found in 2026.

Q: How to contact Stephen Salis?

To contact Stephen Salis send an email to ckstjamj22@hotmail.com or ssalis@cornerpa.com. If you want to call Stephen Salis try calling on +17724734671 and +17725387789. (updated on October 30, 2024)

Partner at Cornerstone Private Advisors, LLC | Vero Beach, Florida, United States

About Stephen Salis

Stephen Salis is a seasoned Partner at Cornerstone Private Advisors, LLC, where he leverages over two decades of expertise in corporate financial management and consulting to provide comprehensive wealth management services. His role encompasses a wide array of responsibilities, including retirement planning, portfolio development, and management, tailored specifically for individuals and small businesses. With a keen focus on strategic financial planning, Stephen excels in creating customized investment strategies that align with his clients' unique financial goals and risk tolerances.

At Cornerstone, Stephen is instrumental in guiding clients through the complexities of wealth preservation planning, ensuring that their assets are not only protected but also positioned for growth. His proficiency in portfolio management allows him to utilize a diverse range of investment classes, enabling him to craft well-rounded investment portfolios that adapt to market fluctuations and capitalize on emerging opportunities. Stephen's strategic planning skills are complemented by his deep understanding of managerial finance, business development, and risk management, making him a trusted advisor for clients navigating the intricacies of financial landscapes.

Currently, Stephen is spearheading key projects aimed at enhancing client engagement and education, ensuring that clients are well-informed about their investment choices and the broader economic environment. His commitment to fostering long-term relationships is evident in his approach, as he prioritizes transparent communication and personalized service. As an Investment Adviser Representative, Stephen remains dedicated to upholding the highest standards of fiduciary responsibility, guiding his clients toward financial success with integrity and expertise.

Stephen Salis Work

Partner at Cornerstone Private Advisors, LLC in July 2008 to Present

Investment Advisory Representative at AXA Advisors, LLC in January 2000 to July 2008

Chief Financial Officer/Controller at Various Physician Group Practicess in January 1983 to January 2000

Stephen Salis Skills

Investment Advisory

Retirement Planning

Wealth Preservation Planning

About Stephen Salis's Current Company

Cornerstone Private Advisors, LLC

Discover more about Cornerstone Private Advisors, LLC

Frequently Asked Questions about Stephen Salis

What is Stephen Salis email address?

Email Stephen Salis at [email protected] and [email protected]. This email is the most updated Stephen Salis email found in 2026.

What is Stephen Salis phone number?

Stephen Salis phone number is +17724734671 and +17725387789.

How to contact Stephen Salis?

To contact Stephen Salis send an email to [email protected] or [email protected]. If you want to call Stephen Salis try calling on +17724734671 and +17725387789. (updated on October 30, 2024)