With over a decade of industry expertise, Cory brings seasoned insight and strategic clarity to investors at every stage. He is committed to guiding clients with personalized financial planning rooted in trust, transparency, and proven experience - helping tomorrow’s investors make confident decisions today.
Cory’s interest in finance began early, inspired by afternoons spent in his father’s office, where he witnessed how integrity and knowledge can shape lives. That spark led him to private wealth management, where he now thrives in helping others realize their financial potential.
Since 2013, Cory has developed a broad foundation through roles in Equity Research, Fixed Income Trading, and Asset Management Services at Raymond James headquarters. This well-rounded experience empowers him to deliver thoughtful strategies and informed advice.
He holds the Accredited Asset Management SpecialistSM (AAMS®) designation and carries Series 7, 66, and 215 licenses. Cory earned a bachelor’s degree in public finance from Indiana University in Bloomington.
Outside the office, Cory proudly supports his hometown community. He is affiliated with several organizations, including The Florida Holocaust Museum, The First Tee of Tampa Bay, Humane Society of Tampa Bay, and the Tampa Preparatory School Alumni Association.
Cory lives in South Tampa with his wife, Lina, his son Cam, and Aussie doodle Leo. In his downtime, you can find Cory on the golf course, enjoying the local craft beer scene, or supporting the Tampa Bay Bucs, Bolts and Rays.
Raymond James is not affiliated with the above organizations and/or charitable causes.