About Us

Our Story

Our Story

Life is a journey that is constantly changing, which becomes more apparent as you reach milestones such as starting a business, having children or retiring from your career. Knowing who to turn to is vitally important at these times in life.

We’re here to offer a helping hand and sound financial guidance, just as we have for the many other families and individuals, we are proud to call our clients. We welcome the opportunity to serve you and your family.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP Logo  and CFP Logo  in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

The Cornerstone Legacy Advisors

Team Members

Kerry M. Chatham, CFP®

Managing Director, Financial Advisor

Kerry Chatham is the founder of Cornerstone Legacy Advisors, an independent practice in downtown Guntersville, Alabama. He has been serving clients since 1999 in Alabama and 12 other states. Kerry and Carol (wife) have been involved in the Guntersville community for the past 20 years and enjoy spending time with their family and grandchildren, Payton & Jason, and Wade Morgan of Huntsville and Morgan & Jarrod, and Callie Jackson of Guntersville, Alabama. Kerry is a CERTIFIED FINANCIAL PLANNERTM professional with a B.S. degree from Auburn University and has an advanced leadership degree from Highlands College.

Hobbies include: Speaking, Fishing, & Repurpose antiques.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP Logo  and CFP Logo  in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Payton Morgan

Vice President, Financial Advisor

As a new advisor here at Cornerstone, I am excited to learn and grow in this industry and with this team. I hope to bring my past working experiences with me as it has molded me with a heart to love and serve people. After graduating from Auburn University with a bachelor's degree in Education, I taught for four years in Opelika, Alabama. After, I worked as an administrative assistant in the financial industry before taking on a role at my church. My journey then took me home with my two boys, Wade (4) and Walt (2), for a year before beginning my work to become a financial advisor here at Cornerstone Legacy. My husband Jason, a pastor at our church, and I and our boys enjoy spending time together outside, taking on new adventures as a family.

Belinda Ledbetter

Senior Client Administrative Manager

Belinda enjoys nothing better than to assist people, her passion has always been to serve others. She spent many years in a business that she founded and served people for over 31 years, where she developed lifelong friendships with lasting trust to serve their needs. After retiring from her own business, she is now the office manager of Cornerstone Legacy Advisor, where she continues to help clients along with assisting the advisors, and with a business degree, keeps the office running smoothly.

Belinda and husband Chris have two grown children, daughter Morgan a PharmD and son Grant that holds a degree in accounting and is pursuing a CPA at Auburn University.

Belinda and her family are very active in their church and missions across the world. She enjoys outdoor hiking, writing, hoping one day publish her own book.

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