Corey BrownCorey BrownWealth Advisor
About Corey
Corey Brown is an Associate and Wealth Advisor with J.P. Morgan Wealth Management. As a member 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 ten years 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.
Corey has lived in the Palm Beach County area for over 20 years and attended both Palm Beach Gardens High School and Palm Beach State College. He holds FINRA Series 7 and 63 licenses.
Community service is a passion of Corey's, and he strives to make a positive impact. Currently, he serves on the Board of Directors as President for the Palm Beach Flagler Rotary Club. He is also a Director for the Cancer Alliance of Help & Hope. Both organizations raise funds and awareness for the benefit of those in the area. He regularly volunteers for Feeding South Florida and participates with the Quantum House, Chef for a Day program.
Corey and his wife enjoy traveling and various outdoor activities. He is an avid golfer and won the Breakers West Member Guest tournament in 2019. Corey is a car enthusiast and active member of the Mercedes-Benz Club of America, Road Star Section.
Insights
U.S. Mid-Year Outlook 2022: Can the Fed rein in inflation without causing a recession?
June 23, 2022We think so. But acknowledging risks and making a few portfolio tune-ups may help you manage whatever comes.Read Now
Vacation scams? A few simple actions can help protect you
June 23, 2022Criminals target people on the move—and more of us are, now that pandemic restrictions have lifted in many parts of the world.Read Now
Can today’s market volatility be turned into tax benefits?
June 22, 2022Tax loss harvesting can help enhance investors' after-tax returnsRead Now
Help your children make a great plan for their lives
June 22, 2022See our tips for speaking with—and empowering—adult children and grandchildrenRead Now
The Fed seems clear: Control inflation at the expense of growth
June 16, 2022Following the largest rate hike since 1994, we share five observations on a critical week for markets.Read Now
Are consumers in for a long, hot and expensive summer?
June 9, 2022U.S. retail gas prices are at all-time highs – with no ceiling in sight.Read Now
Could inflation finally be peaking?
May 25, 2022We unpack where things stand with inflation, our view, and what to do about it.Read Now
For you, is it a "great resignation" or just a "great reset"?
May 23, 2022If you’re thinking of a big change, ask us to analyze all your possibilities. Our insights may liberate, surprise and reinvigorate you.Read Now
Tax alpha: 3 steps to take today to improve your portfolio’s tax health
May 22, 2022Are you doing all you can to save on U.S. taxes?Read NowU.S. Mid-Year Outlook 2022: Can the Fed rein in inflation without causing a recession?
June 23, 2022We think so. But acknowledging risks and making a few portfolio tune-ups may help you manage whatever comes.Read NowVacation scams? A few simple actions can help protect you
June 23, 2022Criminals target people on the move—and more of us are, now that pandemic restrictions have lifted in many parts of the world.Read NowCan today’s market volatility be turned into tax benefits?
June 22, 2022Tax loss harvesting can help enhance investors' after-tax returnsRead NowHelp your children make a great plan for their lives
June 22, 2022See our tips for speaking with—and empowering—adult children and grandchildrenRead NowThe Fed seems clear: Control inflation at the expense of growth
June 16, 2022Following the largest rate hike since 1994, we share five observations on a critical week for markets.Read NowAre consumers in for a long, hot and expensive summer?
June 9, 2022U.S. retail gas prices are at all-time highs – with no ceiling in sight.Read NowCould inflation finally be peaking?
May 25, 2022We unpack where things stand with inflation, our view, and what to do about it.Read NowFor you, is it a "great resignation" or just a "great reset"?
May 23, 2022If you’re thinking of a big change, ask us to analyze all your possibilities. Our insights may liberate, surprise and reinvigorate you.Read NowTax alpha: 3 steps to take today to improve your portfolio’s tax health
May 22, 2022Are you doing all you can to save on U.S. taxes?Read Now