Bernice Rolle-Lewis
President, Private Wealth Manager
Bernice (Valrey) Rolle, founder and managing director of Kornerstone Wealth Management, brings over 18 years of financial services experience and passion for helping others preserve their financial future. Bernice has spent many years in the financial services industry coordinating the affairs of Women in Transition and Business Owners and their families. Bernice passion is guiding and walking people experiencing life transitions through the maze of purposeful financial planning.
“My dream was to create a firm where everyday people could come to get objective, simple and affordable financial advice with the goal of achieving ‘True Wealth’ with simplicity.”
Bernice was educated at Norfolk State University, Norfolk, Virginia where she graduated with a BS degree in Business Management and Marketing. Bernice earned her Masters of Business Administration (MBA) at Nova Southeastern University in South Florida. She completed the State’s CERTIFIED FINANCIAL PLANNER™ education program at Florida Atlantic University in Boca Raton, Florida in June 2012.
Bernice has earned her FINRA Series 7, 63, 3 and 65 securities registrations as well as she holds various state insurance licenses such as Life, Health, Disability and Variable Annuity Insurance Licenses.
Bernice V. Rolle is a proud member of the Financial Planning Association (www.fpanet.org/) and she adheres to their standards of professional excellence and integrity: Bernice is also an active member of the Women in Insurance and Financial Services (WIFS) Gold Coast and National Chapter.
At Kornerstone Wealth Management “we believe true wealth is something money can’t buy and death cannot take away”.
We look forward to being your trusted partner in helping you achieve true wealth.