Jeffrey Corey

Senior Vice President
Wealth Advisor

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 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.

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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. Disclosures and Terms of Use. 

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