About Lee Margerison
LPL Registered Principal
President of Cornerstone Financial Services LLC
Lee manages the Cornerstone office and works with Cornerstone’s clients to define their investment goals and objectives; develop, implement and manage strategies to work towards those goals and objectives.
Lee established Cornerstone Financial when he joined LPL Financial in 2006. Prior to Cornerstone, Lee worked for Edward Jones Investments where he established and managed a local branch office. Prior to Edward Jones, Lee worked 4 years with the Northwestern Mutual Life. Before pursuing his financial services career, Lee worked for 17 years in various corporate management and engineering capacities with Delmarva Power and Texaco (Getty). Lee graduated from Lehigh University where he earned his BS degree in Mechanical Engineering and subsequently earned his MBA from Widener University.
Lee and his wife Beth are proud parents of two children: Sarah, a graduate of the University of Maryland, and more recently from University of Delaware with a Doctorate of Physical Therapy; and Dan who is a recent graduate of Indiana University of Pennsylvania having earned a BS in Biology with a minor in Chemistry. Lee presently serves as Board President of Mid-County (Senior) Center. Lee previously served as a board member and coach with Kirkwood Soccer Club.