Jeffrey Corey is a Senior Vice President of Claro Advisors, LLC. Jeff serves as a Wealth 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.