CoverProfile

Esther G. Bodman

Advisor Support – Investment Specialist & Client Service

Cornerstone Wealth Planning

United States, North Carolina, Charlotte

About Me

Esther has worked in the Investment Management and Financial Planning arena for 29 years. Her career has included roles in investment operations, investment planning and relationship management. Esther’s passion is helping clients clarify their financial goals and then implementing a plan to achieve those goals. Esther graduated from the University of North Carolina at Greensboro, where she earned a Bachelor of Science in Business Administration. Prior to joining Cornerstone Wealth Planning, she served clients at Sterling Capital Management and Ronald Blue & Co. Esther is a member of Central Church in Charlotte, NC, where she and her husband, Alan, are involved in a Life Group.

Profile Information

Advisor Support – Investment Specialist & Client Service

Cornerstone Wealth Planning

Investment Team, Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Charlotte

North Carolina

United States

Feb 18, 2025

Work Experience

Cornerstone Wealth Planning

Advisor Support – Investment Specialist & Client Service
Email: ebodman@cornerstone4planning.com

More profiles to browse

SK
Sid King
Senior Financial Planner & Operations Specialist
Profile Photo
Joel Salter
Senior Wealth Advisor
SN
Stewart Neely
Senior Wealth Advisor
BS
Benjamin Small
Wealth Advisor

You Might Like

TP
Thomas Parkhurst
Chief Compliance Officer
Altravue
NC
Najib Canaan
Chief Executive Officer
Kingswood Group
Profile Photo
Todd Walters
Co-Founder & Managing Member
Spearhead Capital Advisors, LLC. (Private)
BH
Bob Helmer
President Emeritus
Baldwin Wallace University