Cory Kleinman Bio Image
Cory Kleinman, AAMS® Financial Planning Consultant

Cory focuses on helping the next generation of investors develop today’s plans in order to achieve tomorrow’s goals. He understands the needs and wants of like-minded individuals, and is committed to providing a custom-tailored approach to each client - whether they are new to investing, high net worth, or somewhere in between.

Cory learned from a young age the importance of investing and money management. He spent many afternoons in his father’s office observing how the combination of trust, honesty, and knowledge can positively impact someone’s life. Cory’s interest in the markets, coupled with his desire to help others, led him into private wealth management, and ignited his passion for helping guide clients toward their financial goals.

Beginning in 2013, Cory spent time working in different departments at Raymond James headquarters, including Equity Research, Fixed Income Trading and Asset Management Services. His experience at the home office has allowed him to build a foundation of diverse knowledge and strategies, which he uses today with his clients.

Cory holds the Accredited Asset Management SpecialistSM (AAMS®) designation from the College for Financial Planning, as well as his Series 7, Series 66, and 215 Health Life and Variable Annuity licenses. He is a graduate of Indiana University in Bloomington, IN and has a bachelor's degree in public finance.

Outside the office, Cory actively gives back to his hometown community. He is affiliated with a number of organizations, including The First Tee of Tampa Bay, Humane Society of Tampa Bay, Tampa Jewish Family Services, the Florida Israel Business Accelerator, Tampa Jewish Community Center & Federations, and the Tampa Preparatory School Alumni Association.

Cory lives in South Tampa with his wife, Lina, 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.