Corey BrownCorey BrownVice PresidentWealth Advisor
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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April 19, 2024There are many “teachable moments” buried in everyday decisions and activities that can help children develop financial awareness and a sense of responsibility. Read more about it.Read NowGeopolitical unrest: Assessing market implications
April 19, 2024Some investors worry Middle East tensions could impact inflation, making it tricky for central banks. Top Market Takeaways digs into what we’re watching and what it could mean for investors.Read NowWhat you need to know before buying a luxury home
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April 16, 2024As tensions in the Middle East escalated this weekend, what does that mean for the economic and market landscape?Read NowFour mistakes with life insurance you don’t need (or want) to make
April 16, 2024Purchasing life insurance can feel overwhelming, but following these guidelines can make this important decision on your family’s future well-being more straightforward.Read NowDoes it matter if the Fed cuts?
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April 11, 2024The wash sale rule is a regulation that prevents taxpayers from claiming an immediate loss on assets they still own. Learn more about what a wash sale is.Read Now