Tiffany Welshans Guarino

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2019 → 10/2025
  Cornerstone Wealth Group
  Huntersville, NC
• 01/2012 → 04/2019
  Unemployed
  Mooresville, NC
• 10/2025 → Present
  Raymond James Financial Services, Inc.
  Cornelius, NC
• 10/2025 → Present
  Raymond James Financial Services Advisors, Inc.
  Cornelius, NC

Previous Registrations

• 2022-12-21 → 2025-10-28
  Cornerstone Wealth
  Huntersville, NC

Other Businesses

(1)Name of Business: Williamson Wealth Group Address: 7632 Norman Island Dr, Cornelius, NC, 28031-8749, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 10/27/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Client relations, office admin

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-12-21

Other Names

• Tiffany Lynn Guarino
• Tiffany Lynn Breon