With Moran Wealth Management® since 2012, Corey is a Financial Consultant who earned his B.S. in Finance from Florida Gulf Coast University and obtained his CFP® certification in 2017.
Corey understands that providing remarkable service depends entirely on solid client relationships. It all starts with being a great listener, and discerning the specific goals and dreams of each individual. As a Financial Consultant, he guides, advises, conducts needs analyses, and creates investment plans. Corey is knowledgeable in a wide range of planning aspects including retirement and income planning, investment and risk management planning, and education planning. He is dedicated to the stringent standards established by CFP® professionals. They include a holistic, personalized approach to creating a comprehensive investment plan for each client.
Corey and his wife, Shannon, have two children and reside in Bonita Springs. They love traveling and enjoy an abundance of outdoor activities with their young family.
With Moran Wealth Management® since 2012, Corey is a Financial Consultant who earned his B.S. in Finance from Florida Gulf Coast University and obtained his CFP® certification in 2017.
Corey understands that providing remarkable service depends entirely on solid client relationships. It all starts with being a great listener, and discerning the specific goals and dreams of each individual. As a Financial Consultant, he guides, advises, conducts needs analyses, and creates investment plans. Corey is knowledgeable in a wide range of planning aspects including retirement and income planning, investment and risk management planning, and education planning. He is dedicated to the stringent standards established by CFP® professionals. They include a holistic, personalized approach to creating a comprehensive investment plan for each client.
Corey and his wife, Shannon, have two children and reside in Bonita Springs. They love traveling and enjoy an abundance of outdoor activities with their young family.
In observance of New Year’s Day, our office is closed today.
The NYSE is closed in recognition of this federal holiday.
We will resume regular business hours on Friday, January 2nd, 2026.
Thank you for your understanding as we take this time to celebrate the start of a new year and the opportunities it brings.
In observance of Christmas, our office will close at 1:00 PM today in accordance with the early market closure by the NYSE.
Our office will also be closed on Thursday, December 25th, 2025.
We will resume regular business hours on Friday, December 26th, 2025.
Thank you for your understanding as we take this time to celebrate the holiday season.
In observance of Thanksgiving, our office is closed today.
In addition, our office will also close at 1:00 PM on Friday, November 28th, 2025, in accordance with the early market closure by the NYSE.
We will resume regular business hours on Monday, December 1st, 2025.
Thank you for your understanding as we take this time to express gratitude and celebrate with our families.
In observance of Labor Day, our office is closed today.
The NYSE is closed in recognition of this federal holiday.
We will resume regular business hours on Tuesday, September 2nd, 2025.
Thank you for your understanding as we take this time to celebrate the dedication and contributions of workers who build and sustain our communities and nation.
In observance of Independence Day, our office will closed at 1:00 PM today in accordance with the early market closure by the NYSE.
Our office will also be closed on Friday, July 4th, 2025.
We will resume regular business hours on Monday, July 7th, 2025.
Thank you for your understanding as we take this time to honor our nation’s independence and reflect on the enduring principles of liberty and unity that bring us together.
In observance of Juneteenth National Independence Day, our office is closed today.
The NYSE is closed in recognition of this federal holiday.
We will resume regular business hours on Friday, June 20th, 2025.
Thank you for your understanding as we take this time to reflect on the importance of this historic day and its significance to our shared journey toward justice and equality.
In observance of Memorial Day, our office is closed today.
The NYSE is closed in recognition of this federal holiday.
We will resume regular business hours on Tuesday, May 27th, 2025.
Thank you for your understanding as we join the nation in remembering the brave men and women of the armed forces who made the ultimate sacrifice in service to our country.