Jeff Corey

Mr. Jeffrey K.
Corey is a Senior Vice President at Claro Advisors LLC.
He provides holistic wealth management services including investment management, retirement planning, stock option planning, insurance and long term care planning, estate planning, philanthropic planning, education planning, etc.
He works with corporate executives, college professors, retirees, self-employed individuals and young professionals.
He works with a team of industry specialists (estate attorneys, CPAs, social security experts etc.) Prior to joining Claro, Mr. Corey spent three years as a Financial Advisor at Stifel Nicolaus in Boston, as well as three years at UBS Financial Services in Boston.
He received a BS in Marketing from the University of Massachusetts Amherst.