Corey joined Waverly in April of 2024 when McShane Partners was acquired by Waverly Advisors, LLC. He serves as an Associate Financial Planner. In his role, Corey assists and supports the Wealth Advisory Team with all aspects of the financial planning process for new clients. In addition to client services, Corey also coordinates with the Investment Management Team to facilitate continuity with financial planning objectives and successful implementation of client accounts and investment portfolios. Prior to joining McShane Partners, now Waverly, Corey worked for The Vanguard Group as a Client Services Representative and an Advanced Brokerage Solutions Specialist.
Corey is a Registered Investment Advisor currently pursuing his CFP® designation. As a native of Savannah, Georgia, he enjoys traveling with his wife, being outdoors, playing golf and spending time with his friends, family and two dogs Ranger and Comet.