Edward Wood

Edward Wood is a Partner and Wealth Advisor at Cornerstone Wealth Group, LLC, where he has been a key member since 2011 and has served as Partner since 2018. In his current role, he provides fiduciary financial advice to individuals and families, specializing in comprehensive wealth management solutions that encompass asset management, financial planning, tax strategies, estate planning, and risk management. Edward works primarily from the firm's Charlotte, North Carolina office, serving clients across a diverse financial landscape.

With over 15 years of previous experience in the financial services industry—including roles as Sales Vice President at Highland Capital Brokerage and Registered Representative at Principal Financial Group—Edward brings deep industry expertise and a broad perspective to his practice. His areas of focus include private client wealth management, insurance and risk management, retirement and long-term care planning, and executive compensation strategies, providing tailored solutions across multiple asset classes for high-net-worth individuals and business owners.

Edward holds the CFP® (Certified Financial Planner) and AIF® (Accredited Investment Fiduciary) designations, underpinning his commitment to fiduciary standards and best practices in financial advisory services. He earned his bachelor's degree in Industrial Technology from East Carolina University, and his well-rounded career is marked by a reputation for integrity, client-focused planning, and active involvement in his professional community.