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$7 trn
UBS Group invested assets
As of 12/31/2025
Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.
Senior Vice President–Wealth Management
Financial Advisor
Corey brings 18 years of financial industry experience. He's responsible for working with high-net-worth clients covering all aspects of client relationships including comprehensive financial planning and investment management. Corey prides himself on helping clients to identify their objectives and creating a customized plan to ensure those goals are met.
Corey holds a BA in Economics from St. John Fisher University and was also a member of the St. John Fisher football team. In his free time, Corey enjoys being outdoors, playing golf, and spending time with his wife and three children. Additionally, he volunteers as a youth baseball and football coach in Victor.
Senior Vice President–Wealth Management
Financial Advisor
Corey brings 18 years of financial industry experience. He's responsible for working with high-net-worth clients covering all aspects of client relationships including comprehensive financial planning and investment management. Corey prides himself on helping clients to identify their objectives and creating a customized plan to ensure those goals are met.
Corey holds a BA in Economics from St. John Fisher University and was also a member of the St. John Fisher football team. In his free time, Corey enjoys being outdoors, playing golf, and spending time with his wife and three children. Additionally, he volunteers as a youth baseball and football coach in Victor.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
How will their story unfold?
Inheritance is about more than money. It’s about navigating family, history and your future. See how two brothers decide what to hold onto, what to let go and how to move forward.
If you’re going through a wealth transfer event like an inheritance, death or divorce, our experienced guidance can help give you more confidence.
$7 trn
UBS Group invested assets
As of 12/31/2025
51 countries
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