Corey BrownCorey BrownVice PresidentWealth Advisor
Awards and Industry Recognition
Forbes
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
Understanding life insurance
November 18, 2025Many people have questions about life insurance. There is no one answer to determine how much life insurance to have, but understanding your reasons for holding it can help guide you.Read Now
401(k) private equity investing: Things to consider
November 17, 2025A new executive order may expand 401(k) access to private equity, real estate and other alternative assets. Learn key considerations for high-net-worth investors.Read Now
End-of-year planning for business owners
November 17, 2025Proactive year-end planning can help business owners reduce their tax bill, maximize deductions and set their businesses up for a profitable new year.Read Now
Investing in 2026: J.P. Morgan Wealth Management’s top themes to watch
November 17, 2025Three powerful, interconnected forces are defining a new market frontier: artificial intelligence, fragmentation and inflation. Collectively they present the challenge of knowing how to best invest in this evolving landscape. Explore these key themes and feel empowered to invest in the new year with the help of our Global Investment Strategy team.Read Now
In the rear view: How did our 2025 themes pan out?
November 14, 2025Ahead of our 2026 Outlook release, we evaluate our mid-year takes.Read Now
How to title your assets
November 13, 2025Asset titling can help ensure that your property and investments are passed down the way you intend. Mistakes in titling can lead to unintended consequences.Read Now
Planning with family entities
November 13, 2025A family LLC or partnership could be the core of an estate plan, especially for complicated and valuable assets.Read Now
5 year-end tax planning actions to take before 2026
November 13, 2025Now is the time to assess your 2025 tax situation. Start by asking your professional advisors for help identifying the tax-planning actions best suited to your circumstances.Read Now
Caring for aging relatives
November 13, 2025As your parents, in-laws and other close family and friends grow older, you may need to be more involved in their care.Read NowUnderstanding life insurance
November 18, 2025Many people have questions about life insurance. There is no one answer to determine how much life insurance to have, but understanding your reasons for holding it can help guide you.Read Now401(k) private equity investing: Things to consider
November 17, 2025A new executive order may expand 401(k) access to private equity, real estate and other alternative assets. Learn key considerations for high-net-worth investors.Read NowEnd-of-year planning for business owners
November 17, 2025Proactive year-end planning can help business owners reduce their tax bill, maximize deductions and set their businesses up for a profitable new year.Read NowInvesting in 2026: J.P. Morgan Wealth Management’s top themes to watch
November 17, 2025Three powerful, interconnected forces are defining a new market frontier: artificial intelligence, fragmentation and inflation. Collectively they present the challenge of knowing how to best invest in this evolving landscape. Explore these key themes and feel empowered to invest in the new year with the help of our Global Investment Strategy team.Read NowIn the rear view: How did our 2025 themes pan out?
November 14, 2025Ahead of our 2026 Outlook release, we evaluate our mid-year takes.Read NowHow to title your assets
November 13, 2025Asset titling can help ensure that your property and investments are passed down the way you intend. Mistakes in titling can lead to unintended consequences.Read NowPlanning with family entities
November 13, 2025A family LLC or partnership could be the core of an estate plan, especially for complicated and valuable assets.Read Now5 year-end tax planning actions to take before 2026
November 13, 2025Now is the time to assess your 2025 tax situation. Start by asking your professional advisors for help identifying the tax-planning actions best suited to your circumstances.Read NowCaring for aging relatives
November 13, 2025As your parents, in-laws and other close family and friends grow older, you may need to be more involved in their care.Read Now