Corey Grant (CFP®, ChFC®)

Corey Grant focuses in the
following client markets or areas of practice:

  • Estate & Generational Planning Issues
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice
  • Socially Responsible Investments
  • Tax Planning

Planning Specialties

With Moran Wealth Management® since 2012, Corey is a Financial Consultant who earned his B.S. in Finance from Florida Gulf Coast University and obtained his CFP® certification in 2017. As a Financial Consultant, Corey guides and advises high net worth clients through need analyses and investment plans. He is dedicated to the stringent standards established by CFP® professionals, which includes a holistic, personalized approach to creating a comprehensive investment plan for each client. He is knowledgeable in various planning aspects, including retirement and income planning, investment and risk management planning, and education planning.

NAPFA Start Date

December 05, 2022


This Office

5801 Pelican Bay Blvd, Suite 110 Naples, FL 34108 Phone: +1 (239) 920-4440