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Meet the Team
James P. Gilbert, CFP®

Jim is founder and Managing Partner of Cornerstone Private Advisors, LLC, an independent Wealth, Estate and Financial Planning firm with offices in Delray Beach, Vero Beach, and Tampa, Florida.

Jim has over 35 years experience in both corporate and direct client work with the last 20 years in the financial services sector.  He is responsible for the firm’s work with both closely held and public corporations with emphasis on Succession Planning and Corporate Benefits.  He also works on a selective basis with a number of individuals and families in the areas of Retirement and Estate Planning.  Jim’s previous experience includes 14 years with AXA Advisors, LLC where his last position was Senior Vice President.  His positions before then include Senior Vice President and National Sales Manager for Revlon and Vice President Sales/National Field Sales Manager for International Playtex, Inc.

Jim is a member of the Financial Planning Association and the Financial Services Institute. He currently serves as chairman of the President's Advisory Council for Woodbury Financial Services, Inc.    

Formerly Jim was a member of the Delray Beach Chamber of Commerce and a Trustee and Board Member of the Naples Area Chamber of Commerce and the Coral Gables Chamber of Commerce.  He was also a member of the Beacon Council of Greater Miami, the Boca Raton Chamber of Commerce and the Economic Council of Palm Beach County.  He is a past member of the Alexis de Tocqueville Society of the United Way of Palm Beach County and Treasurer of The Arts and Business Council of Miami Dade County.
 
Born in Kansas City, MO, Jim grew up in the Washington, DC area and was educated at Gonzaga College High School, George Washington University and the University of Maryland. He is a Certified Financial Planner™ Practitioner and earned his Certificate of Financial Planning from the University of Central Florida.

Jim and his wife Mary have 2 children and 4 grandchildren. They have lived in Palm Beach County Florida since 2001 and are members of Delray Dunes Golf and country Club where Jim was formerly President of the Board of Governors. 





Stephen Salis Stephen Salis

Steve has over 25 years of corporate management and direct client work in the financial sector. Before joining Cornerstone, he spent 8 years managing client accounts as an AXA Advisors, LLC Registered Representative and Investment Advisory Representative.

Steve is an Illinois native and earned a Bachelor's Degree in Accounting and Finance from Aurora University in Aurora, Illinois. He is a Registered Representative and Investment Advisory Representative and holds Series 7 and 66 FINRA registrations as well as Life Insurance, Health Insurance and Variable Annuity Licenses.

Steve has held Treasurer positions with several non-profit groups and has also been an Ambassador to the Sebastian Chamber of Commerce. His charitable and civic activities include volunteering in the local schools, fund raising for Vero Beach High School Band programs, coach and referee for Indian River Soccer Association, Florida High School Athletic Association soccer referee, member of a men's choir and quartette at 1st United Methodist Church, teaching adult Sunday school and participating in foreign mission trips to Central America. Steve is proficient in speaking Spanish.

Steve's business is focused on comprehensive financial planning, wealth accumulation and preservation, retirement planning, business planning and employee benefit plan design and implementation.

Steve and his wife Cindy have 2 sons and their beloved dog. They live in Vero Beach and enjoy golf, high school sporting and music activities, swimming, walking, running, cycling, youth soccer and all of the beauty that South Florida has to offer.




James D. Spell III (Jaime)

Jaime is a Partner with Cornerstone based in the Tampa Bay area of Florida. He has over 21 years direct client and advisor experience in the financial services industry, having begun his career with Morgan Stanley Dean Witter where he helped establish their first branch office in Gainesville, Florida.

After building a successful retail practice, Jaime was asked to use his experience and knowledge to help other advisors do the same so he spent the next 9 years as Regional Marketing Director with Planco, Inc., Regional Vice President and RVP Advisory Board Member with Woodbury Financial Services, Inc., Associate Regional Sales Director with Midland National Life and Vice President with AXA Advisors, LLC.

Wanting to return to his first love, Jaime purchased a retail financial services practice from a retiring Financial Advisor in 2009 where he continues to work with individual clients and small businesses to develop solid retirement and protection plans.

Jaime has been an active fundraiser for the American Cancer Society, a 25 year member of Meadowbrook Church and a member of the Iron Man Bible Study Group in Ocala, Florida. In addition, he has served as a Coach and Board Member for Little League Baseball at Scott Carrigan Park also in Ocala. As well, Jaime is a former member of the Stonewood Villas Homeowners Association in Ocala.

Jaime holds an Associate of Arts Degree from Central Florida Community College, a Florida Life and Variable Annuity license as well as Finra Series 7, 24, 26, 31, 63 and 65 securities licenses.

 



Kevin Moree

Kevin’s areas of expertise include Retirement Planning and Investment Management. He has over 34 years of experience helping families and individuals achieve financial goals such as planning for and funding College Education and Retirement. Prior to joining Cornerstone Private Advisors, Kevin was an independent investment advisor, starting his own firm, Moree Principal Investment Services, in 1995.

Kevin began his career in Houston, Texas in 1984 with CIGNA’s Individual Financial Planning Division as a financial planner. He continued providing Financial Planning and Investment Advice for families and individuals in his home town of Palm Beach County with local independent financial planning firms until joining Great Western Financial Services in 1992. He served as a Regional Vice President from 1994 -1995 while supervising up to 30 advisors in 35 locations across Palm Beach, Dade and Broward counties.

Kevin was born and raised in Palm Beach County, Florida. He graduated from the University of Florida in 1980 with a BSBA – Finance. He was awarded the CFP designation in 1988 which he held until 2014. He has been a resident of Vero Beach, FL since 2011 where he spent the last 6 years on the board of Youth Guidance, a child mentoring non-profit, where he served as the Chairman of the board from 2015-2017. He is still actively involved with Youth Guidance volunteering as a child mentor to children of low income families. He has 2 daughters, Carly and Kristen, both of whom are college graduates.


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 Securities and Investment Advisory Services offered through Woodbury Financial Services, Inc. Member FINRA, SIPC and Registered Investment Advisor. P.O. Box 64284, St. Paul, MN 55184, (800) 800-2638. Cornerstone Private Advisors, LLC and Woodbury Financial Services, Inc. are not affiliated companies.

This communication is strictly intended for individuals residing in the state(s) of FL. No offers may be made or accepted from any resident outside the specific states referenced.
 


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