Jeffrey Corey is the principal of the Corey Wealth Management Group and a founding partner of the High Net Worth Team at Claro Advisors, LLC. Clients of Jeff trust him and his teams to navigate the complexities of managing and growing significant wealth while always honoring the purpose and personal values regarding their assets.
Jeff’s teams provide comprehensive wealth management services including investment management, retirement planning, stock option planning, insurance and long-term care planning, estate planning, philanthropy, education planning, etc. Every goal receives attention, and every obstacle has a solution. Jeff and his teams strive to understand what is important to their clients to help deliver an ideal client experience.
Comprehensive wealth management requires collaboration. Jeff and his team work with your other professionals (estate attorneys, CPAs, social security experts etc.) to ensure your investment plan works in harmony with your tax and estate plan; bringing you the most comprehensive service.
Prior to joining Claro, Jeff was a Financial Advisor at UBS and Stifel Nicolaus in Boston. He earned a Bachelor of Science from the University of Massachusetts Amherst. Jeff resides in Southborough, MA with his wife, Stephanie and their two children, Liam and Blake. He stays active playing soccer, basketball, and softball in his free time. Jeff is involved in his local church, Faith Community Church of Hopkinton, and supports a number of causes through the Corey Family Charitable Fund, many of which were inspired directly from his clients.
Lincoln Hurney is a Private Wealth Advisor for the Corey Wealth Management Group at Claro Advisors, LLC. He is dedicated to serving his client’s investment needs while working with them to create a unique financial plan to reach their individual goals.
The Corey Group provides comprehensive wealth management services including investment management, retirement planning, stock option planning, insurance and long-term care planning, estate planning, philanthropic planning, and education planning. The Corey Group strives to understand what is most important to their clients and uses full transparency to enrich the advisor/client relationship.
Prior to working at Claro, Lincoln worked at State Street Bank and has more than 10 years of experience as a Data Analyst. He graduated with a degree in Business Management from Lynchburg University and completed his Master of Business Administration from the University of Massachusetts Boston. He has a passion for real estate investing and is thoroughly knowledgeable about both the Greater Boston market as well as macro real estate trends.
Outside of the office Lincoln enjoys staying active playing soccer, basketball, golf and loves to ski. He was twice voted Captain of the Lynchburg University Men’s Soccer Team. He enjoys traveling with his fiancé, Anna. Lincoln also has found time to give back through his volunteer work with Habitat for Humanity and the Boys and Girls Club of Boston.
Masiel Yarbrough is the Client Service Manager of the Corey Wealth Management Group at Claro Advisors, LLC. She has 11 years of financial services experience, primarily with large institutional clients. She oversees the day-to-day operations of the Corey Group and is responsible for client onboardings, account maintenance, cashiering, and continuous process improvement/implementation.
Prior to joining Claro, Masiel was a Client Service Supervisor supporting one of the largest institutional relationships at Brown Brothers Harriman. She also has extensive investment operations experience from her time at Loring Wolcott and Coolidge LLC and Bank of New York Mellon. She earned a Master of Business Administration in Management from Fitchburg State University and a Bachelor of Business Administration in Finance from the University of Massachusetts Amherst.
Masiel resides in Norwood, Massachusetts with her husband, Leo, and their son, Leandro. On her free time, Masiel enjoys trying new restaurants with her family and friends, traveling, and reading.
Danielle Hansen is a Client Services Associate for The Corey Wealth Management Group within Claro Advisors LLC. Danielle works in support of the Wealth Advisors of the Corey Group to best serve their clients. The work of a CSA is often unseen but is vital to a successful experience. Danielle ensures the administration and crucial details of every clients’ accounts receive attention and upkeep. Clients can rely on Danielle for prompt and pleasant service.
Danielle lives in the West Ridge neighborhood of Chicago with her husband, David, and their three children. Danielle homeschools her kids and serves with her local church. She spends a lot of time in the local parks and libraries, and she enjoys working in her garden, cooking from scratch, and reading with her family.