Financial Advisor | Banking Specialist
Corey leverages the investment expertise of Merrill Lynch and the banking strength of Bank of America to deliver comprehensive financial solutions. He helps clients navigate diverse financial needs with tailored strategies and personalized service.
A dedicated community leader, Corey actively supports organizations like UJA-Federation and AIPAC. Outside of work, he enjoys travel, scuba diving, family time, and following sports. Corey holds a Bachelor of Science in Finance from Indiana University's Kelley School of Business.