Email Me
$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.
And this is your time to define success on your terms.
Money isn’t just changing hands, it’s changing meaning. This is your new era of wealth, with real opportunities to pursue your ambitions based on your values.
When it comes to building your legacy, we don’t prescribe a single path. We seek to understand yours. Because the best wealth strategy starts with you.
$7 trn
UBS Group invested assets
As of 12/31/2025
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
