Cory is the Senior Asset Management Consultant working in the Mid-Atlantic division of Raymond James and has worked with this area of the country since 2016. He carries the CIMA® (Certified Investment Management Analyst®) designation as well as the AIF® (Accredited Investment Fiduciary®) designation. He is responsible for working with advisors in helping to structure portfolios, leveraging the firm’s research in asset allocation as well as strategies for implementation through a variety solutions available through the Asset Management platforms.
Asset Management Services
C 407.538.3378 // O 727.567.6335
880 Carillon Parkway, St. Petersburg, FL 33716
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CIMA®” and “Certified Investment Management Analyst℠.” Use of CIMA® and/or Certified Investment Management Analyst℠ signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for investment management professionals.