Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
222 LAKEVIEW AVENUE
WEST PALM BEACH, FL 33401
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Corey Brown has been a part of the financial services industry since 2007 and joined Merrill Lynch in 2014, ultimately as a Financial Advisor with Girard, Kovarik, & Associates. Corey’s focus within the group is Business Development and Relationship Management for high-net-worth individuals and families. As a member of a team with extensive industry experience and designations, Corey is committed to pursuing goals-based wealth management for clients, offering global resources and powerful technology that complement his team’s ability to help clients pursue the financial lifestyle that is most meaningful to them.
Corey assists clients in identifying and prioritizing their various financial goals- including estate planning services, investments, tax minimization strategies*, wealth transfer and retirement income. With the support of Girard, Kovarik, & Associates, Corey is able to offer customized strategies that are aligned with client investment objective, risk tolerance, time horizon and liquidity need. He strives to deliver a premium-level of service along with dedicated administrative personnel.
Corey has lived in the Palm Beach County area for over 20 years, and he attended Palm Beach State College. Corey holds the Series 7 and 66 FINRA registrations as well as Florida 2-15 Health, Life, and Variable Annuity licenses. Corey also holds the Certified Plan Fiduciary Advisor designation through the National Association of Plan Advisors.
Corey and his wife enjoy traveling and various outdoor activities. Corey is an avid golfer and won the Breakers West Member Guest tournament in 2019. He is a car enthusiast and active member of the Mercedes-Benz Club of America- Road Star Section. Corey is passionate about making a positive impact in any way for his community. Currently, he serves on the Board of Directors as President Elect for the Palm Beach Flagler Rotary Club, as well being a Director for the Cancer Alliance of Help & Hope. Both organizations raise funds and awareness for the benefit of those in the area. In addition to his involvement with those organizations, he regularly volunteers for Feeding South Florida, as well as the Quantum House-Chef for a Day.
Corey welcomes you to contact him for a consultation at his Merrill Lynch Wealth Management office in West Palm Beach.
*Neither Merrill Lynch nor its Financial Advisors provide tax, accounting or legal advice. Clients should review any planned financial transactions or arrangements that may have tax, accounting or legal implications with their personal professional advisors.
Palm Beach Gardens High School
Palm Beach State College
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1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
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