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.