Corey Brown is an Associate and Financial Advisor with J.P. Morgan Securities, a wealth management division of J.P. Morgan. 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 Securities 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 Palm Beach. In addition to being 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.