Corey earned his Bachelor of Science in Finance from Florida Gulf Coast University in 2011 and began his career with Moran Wealth Management® in summer 2012. With over a decade of progressive experience in financial services, he has grown alongside the firm—starting as a Client Associate and ascending to his current role as Executive Vice President. In 2017, Corey achieved the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation, reflecting his commitment to professional excellence. He continues to pursue ongoing education and credentialing to remain at the forefront of industry standards and best practices.
Corey believes exceptional service is built on strong relationships. It all begins with listening—truly understanding each client’s unique goals and aspirations. As a Financial Consultant, he guides clients through needs analysis, offers strategic advice, and develops personalized investment plans. He is well-versed in retirement and income planning, investment and risk management, and education planning. His work is guided by the rigorous standards of the CFP® Board, emphasizing a holistic, ethical, and client-centric approach to financial planning.
Born in Maine and raised in Bonita Springs, Florida, Corey and his wife, Shannon, are proud parents of two young children who keep them on their toes. The family enjoys traveling and spending time outdoors. Corey coaches his children’s flag football and baseball teams, while Shannon leads their soccer teams.
On weekends, Corey’s favorite way to unwind is taking the boat out with family and friends.
Corey earned his Bachelor of Science in Finance from Florida Gulf Coast University in 2011 and began his career with Moran Wealth Management® in summer 2012. With over a decade of progressive experience in financial services, he has grown alongside the firm—starting as a Client Associate and ascending to his current role as Executive Vice President. In 2017, Corey achieved the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation, reflecting his commitment to professional excellence. He continues to pursue ongoing education and credentialing to remain at the forefront of industry standards and best practices.
Corey believes exceptional service is built on strong relationships. It all begins with listening—truly understanding each client’s unique goals and aspirations. As a Financial Consultant, he guides clients through needs analysis, offers strategic advice, and develops personalized investment plans. He is well-versed in retirement and income planning, investment and risk management, and education planning. His work is guided by the rigorous standards of the CFP® Board, emphasizing a holistic, ethical, and client-centric approach to financial planning.
Born in Maine and raised in Bonita Springs, Florida, Corey and his wife, Shannon, are proud parents of two young children who keep them on their toes. The family enjoys traveling and spending time outdoors. Corey coaches his children’s flag football and baseball teams, while Shannon leads their soccer teams.
On weekends, Corey’s favorite way to unwind is taking the boat out with family and friends.