Corey BrownCorey Brown
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 an Associate 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.

Corey has lived in the Palm Beach County area for over 30 years and attended Palm Beach State College. He holds FINRA Series 7 and 66 securities 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 Past-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. In 2021, Corey raised the most funds for the Young Lawyers Association's "No Shave November" contest. All of the proceeds went to cancer patients.

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

Insights

Investing

November Wrapped

December 1, 2022Historically, the month of November tends to be a strong one for the equity market. This year was (perhaps surprisingly) no different.Read Now
Wealth Planning

We need to talk:  Communicating your estate plan with your family

November 20, 2022Your estate planning shouldn’t be a secret. Communicating your wishes is important. Keep reading to learn more.Read Now
Investing

Market Thoughts: We've never seen a cycle like this before

November 17, 2022Here’s how we’re navigating the uncertainty — and what we expect to see next.Read Now
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.