Jeffrey Corey

Senior Vice President
Wealth Advisor

Jeffrey Corey is a Senior Vice President of Claro Advisors, LLC. Jeff serves as a Financial Advisor at Claro, where 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. Jeff strives to know and understand what is most important to his clients and what they consider to be a successful advisor/client relationship. This connection and understanding allows him to create an ideal client experience for each one of them. 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.) to ensure his clients receive best in class advice regardless of the challenges they face.

Prior to joining Claro, Jeff spent three years as a Financial Advisor at Stifel Nicolaus in Boston, as well as three years at UBS Financial Services in Boston. Jeff received a BS in Marketing from the University of Massachusetts Amherst.

Jeff resides in South Boston, MA with his wife, Stephanie and son, Liam. He stays active playing soccer, basketball and softball in his free time.

Claro Advisors, LLC
185 Dartmouth St., 6th Floor
Boston, MA 02116

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  • Phone:
    (617) 379-3270
  • Toll Free:
    (800) 604-2838
  • Fax:

    (866) 920-4359

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Disclosure: Claro Advisors LLC ("Claro") is a Registered Investment Advisor with the U.S. Securities and Exchange Commission ("SEC") based in the Commonwealth of Massachusetts. Registration of an Investment Advisor does not imply any specific level of skill or training. Information contained herein is for educational purposes only and is not to be considered investment advice. Claro provides individualized advice only after obtaining all necessary background information from a client. This report is not a financial plan and is not intended as a solicitation or advice to purchase specific investments, but the information provided can assist you in evaluating your current financial situation and your ability to achieve your investment goals. Any projection of investment outcomes is hypothetical in nature, does not reflect actual investment results, and is not a guarantee of future results. Similarly, other information regarding various investment outcomes are hypothetical in nature, do not reflect actual results and are not guarantees of future results. The projections may not include all taxes applicable to your situation. Past performance is no assurance of future results. Investments may fluctuate and lose value, and unexpected market movements may result in changes in rates of return and anticipated performance. Claro does not provide legal or tax advice. The information herein is general in nature and should not be considered legal or tax advice. Consult an attorney or tax professional regarding your specific situation. Claro will provide all prospective clients with a copy of our current Form ADV, Part 2 ("Brochure") prior to commencing an Advisory relationship. Please contact This email address is being protected from spambots. You need JavaScript enabled to view it. or toll free at 800-604-2838 with any questions.

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