Corey BrownCorey Brown
Vice President
Wealth Advisor

"I draw on my strong relationship management skills to present goals-based advisory guidance for high-net-worth individuals and families."

About Corey

Corey Brown is a Vice President and Wealth Advisor with J.P. Morgan Wealth Management.

As a Partner of Girard & Associates, he draws on his strong relationship management skills to present goals-based advisory guidance for high-net-worth individuals and families.

Corey assists clients in identifying and prioritizing their various financial goals, including estate planning services, investments, tax minimization strategies, wealth transfer and retirement income. He offers customized strategies that are aligned with client investment objectives, risk tolerance, time horizon and liquidity needs. Corey strives to deliver a premium level of service in partnership with the team's dedicated administrative personnel.

With more than a decade of experience in the financial industry, Corey was with Merrill Lynch for many years before joining J.P. Morgan in 2020. Together with his team, he offers clients the intimate environment of a boutique organization backed by the global financial resources of the firm's fortress balance sheet.

Community involvement is top of mind for Corey. Currently, he is a member and Past-President for the Palm Beach Flagler Rotary Club. He is also a Director for the Cancer Alliance of Help & Hope, as well as The First Tee of The Palm Beaches.

Golf is a passion of Corey's. He is a member at Breakers West Country Club where he has won several club tournaments. Corey lives in West Palm Beach with his wife and their son, Jack

Insights

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