Corey was instrumental in navigating my transition from Morgan Stanley to NewEdge Wealth, guiding me through the RIA side of the industry after having spent two decades at a wirehouse. Bringing clear understanding of where wealth management is headed and how quickly it’s evolving, his insight proved invaluable throughout the process. Resourceful, consultative, and patient, Corey is also an exceptional connector who builds trust through strong relationships and thoughtful guidance.
