Senior Wealth Strategy Associate
Meeting client needs. Uncovering client opportunities.
To Corey, when you’re helping people reach their ultimate goal of retirement, every day is a rewarding one. Having joined UBS in 2017 as a Registered Client Service Associate, he focuses on exceeding client expectations on all their day-to-day administrative needs. He specifically researches new opportunities to help clients across generations pursue their individual goals and aspirations.
A wealth of financial knowledge
Corey began his career at INTRUST Wealth in 2014 as an intern in Strategy & Portfolio Management. He then moved to State Street where he served as a Client Service Specialist and developed a passion for uncovering clients’ needs. Corey also has experience working as an IRA Specialist at Commerce Trust Company.
A graduate of Wichita State University, he has a B.A. in sociology with an emphasis in socioeconomics and has earned the Series 7 and 66 securities licenses.
Life outside the office
Corey volunteers each year with UBS and Angel Tree, helping collect thousands of dollars in gifts for children. An avid golfer, he and his wife, Rebecca, enjoy traveling and spending time with family.
Education
Credentials
Senior Wealth Strategy Associate
Meeting client needs. Uncovering client opportunities.
To Corey, when you’re helping people reach their ultimate goal of retirement, every day is a rewarding one. Having joined UBS in 2017 as a Registered Client Service Associate, he focuses on exceeding client expectations on all their day-to-day administrative needs. He specifically researches new opportunities to help clients across generations pursue their individual goals and aspirations.
A wealth of financial knowledge
Corey began his career at INTRUST Wealth in 2014 as an intern in Strategy & Portfolio Management. He then moved to State Street where he served as a Client Service Specialist and developed a passion for uncovering clients’ needs. Corey also has experience working as an IRA Specialist at Commerce Trust Company.
A graduate of Wichita State University, he has a B.A. in sociology with an emphasis in socioeconomics and has earned the Series 7 and 66 securities licenses.
Life outside the office
Corey volunteers each year with UBS and Angel Tree, helping collect thousands of dollars in gifts for children. An avid golfer, he and his wife, Rebecca, enjoy traveling and spending time with family.
Education
Credentials
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
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