The Corey Group at Morgan Stanley

Lynn Alexis Lee Corey, CIMA^®
Executive Director
Investment Manager Consultant
Wealth Advisor

As an Executive Director and Wealth Advisor for Morgan Stanley*, Lee Corey uses a holistic approach to financial management. In this capacity, Lee focuses on liability management as well as asset management; leading her five person professional team to address all aspects of business and personal finance, including insurance planning, retirement income strategies, corporate stock plans, multi-generational wealth transfer, estate and trust planning strategies, as well as access to lending solutions.

Awards

Barron's Top 100 Financial Advisor's 2006,'07,'08,'09,'10,'11,'12
Virginia Business Top State Financial Advisors 2005,'06,'07,'08,'09,'10,'11,'12
Research Magazine Top Family Team
Washingtonian Top Advisors 2009, '10

Jermaine Lowery’s professional career began in the information technology industry where he has
served as an Account Executive, Consultant and Support Technician specializing in network & cyber
security. His experience has provided him with a client focused, consultative approach to finding
individual solutions for his clients. Shifting his focus towards another passion, the financial services
industry, Jermaine began a successful career as a Personal Banker in 2012 and joined the Morgan
Stanley team in 2014. His mission is to provide complete financial solutions to allow his clients to
maintain their current lifestyle, plan for retirement, and their legacy. Through providing financial
awareness and planning services, he helps his customers achieve their financial goals and enjoy all
stages of their lives.
Understanding that different phases of life bring new goals and challenges; Jermaine continues to be
client focused, and uses a personal consultative approach towards finding solutions for his
clients. Maintaining your lifestyle through retirement, purchasing a home, saving for college, securing
your family’s financial future, and financing business needs are daunting tasks for many. Leveraging his
personal experience and the vast resources of Morgan Stanley, Jermaine is able to deliver solutions to
help simplify the financial lives of his clients.
Jermaine is a native of Washington, D.C. and takes pride in having deep roots in the D.C., Maryland, and
Virginia area. He currently resides in the Aquia Harbour community of the historic city of Stafford, VA
with his family. His personal passions involve technology trends and the arts, having a deep affinity for
music. He is also a believer in volunteering in his community and has provided consulting and web
development services to various non-profit and religious organizations.

Amani is a Second Vice President, Portfolio Manager, and Financial Advisor with Morgan Stanley. For over 15 years, clients have appreciated his continuous quest to provide them financial solutions in a complex market. Amani began his career in the financial services industry in 2002 after earning his Master of Business Administration (MBA) degree from Seattle Pacific University. Prior to this, Amani served in the Army for 10 years after graduating from Cameron University and the ROTC Leadership Program. These years of selfless service provide the focus on discipline, contingency planning, risk management, and process structure he practices today.  

Amani was named a "Five Star Wealth Manager" by Seattle Magazine in 2012, 2015, 2016, 2017. 2019, 2020, 2021, 2022.

Amani actively supports local charities and is a board member to several organizations that focus on inspiring youth in education. When not working, Amani enjoys golfing, skiing, chess and the relationships with family & friends.

2012, 2015-2017, 2019-2022 Five Star Wealth Manager

Source: fivestarprofessional.com (Awarded 2012, 2015, 2016, 2017, 2019, 2020, 2021, 2022) These awards were determined through an evaluation process conducted by Five-Star Professional, based on objective criteria, during the following periods:

2012 Award - 5/12/11 - 10/30/11
2015 Award - 5/12/14 - 10/30/14
2016 Award - 5/12/15 - 10/30/15
2017 Award - 3/26/16 - 11/18/16
2019 Award - 4/23/18 - 11/9/18
2020 Award - 4/1/19 - 11/13/19
2021 Award - 4/27/20 - 10/30/20
2022 Award - 5/10/21 -11/30/21

Anna joined Morgan Stanley in 2016 after attaining her degree in Finance from George Mason University. She believes her previous career in relationship management and technical support in the telecom and security systems industries provided her a strong foundation in practicing active listening, understanding, and providing service. She focuses on financial planning, employing an educational approach to college and retirement planning. Embracing the Corey Group process, her goal is to craft a unique solution to help each individual or family reach their goals. Once a plan has been implemented, a timely review is consistent with her process.

Born in Atlanta, Georgia, Anna also lived in New York and Moscow, USSR before growing up in Northern Virginia. Anna is an enthusiastic musician and enjoys playing violin and singing in her free time. She fiddles with local country bands, plays with instrumental ensembles for local events, and teaches classical violin to children. Anna lives in Arlington, VA with her husband and three daughters.

Redmond Manierre is a CERTIFIED FINANCIAL PLANNER™ with Morgan Stanley, where he has been serving clients since 2019. In 2022, he joined The Corey Group where he is dedicated to delivering holistic financial planning and wealth management services. Redmond concentrates in helping individuals, families, and institutions manage wealth and develop personalized comprehensive financial plans designed to address both immediate priorities and long-term objectives.

Redmond’s comprehensive financial planning approach integrates key areas of focus, including:

• Financial Statement Preparation and Analysis: Assessing a client’s current financial position by analyzing assets, liabilities, income, and expenses to determine their net worth and cash flow.
• Education Planning: Creating strategies to fund education goals through savings plans, tax-advantaged accounts, and financial aid optimization.
• Risk Management and Insurance Planning: Identifying and mitigating financial risks through appropriate insurance coverage for life, health, disability, property, and liability.
• Investment Planning: Developing and managing portfolios tailored to the client’s goals, risk tolerance, and time horizon.
• Tax Planning Strategy: Strategizing to minimize tax liability and optimize after-tax income through deductions, credits, and timing strategies.
• Retirement Planning: Establishing strategies to accumulate and distribute wealth to ensure financial security during retirement.
• Estate Planning Strategy: Organizing and preserving a client’s assets to efficiently transfer wealth according to their wishes, while minimizing taxes and expenses.
• Professional Conduct and Regulation: Upholding ethical standards and compliance with legal and regulatory requirements to protect client interests.

In addition to his role with The Corey Group, Redmond collaborates with Graystone Consulting, Morgan Stanley’s institutional consulting division. Providing sophisticated solutions to nonprofit organizations and institutional clients nationwide, including endowments, foundations, and retirement plans. Redmond often leverages Morgan Stanley deep knowledge and expertise in ESG (Environmental, Social, and Governance) investing, allowing him to guide clients in aligning their financial strategies with their personal values and ethical priorities.

A native of Middleburg, Virginia, Redmond graduated from the University of Mary Washington in 2013 with dual degrees in Business Administration and Economics . In 2016, he earned a Certificate of Financial Planning from Georgetown University, solidifying his experience in the financial planning field.
Redmond currently resides in Northern Virginia with his wife, son, and their dog. In his free time, he enjoys horseback riding, travel, and cooking with family and friends. His has a strong commitment to his clients, community, and continuous learning in a variety of subjects.

ESG investments in a portfolio may experience performance that is lower or higher than a portfolio not employing such practices. Portfolios with ESG restrictions and strategies as well as ESG investments may not be able to take advantage of the same opportunities or market trends as portfolios where ESG criteria is not applied. There are inconsistent ESG definitions and criteria within the industry, as well as multiple ESG ratings providers that provide ESG ratings of the same subject companies and/or securities that vary among the providers. Certain issuers of investments may have differing and inconsistent views concerning ESG criteria where the ESG claims made in offering documents or other literature may overstate ESG impact. As a result, it is difficult to compare ESG investment products or to evaluate an ESG investment product in comparison to one that does not focus on ESG.

There is no assurance that an ESG investing strategy or techniques employed will be successful. Past performance is not a guarantee or a dependable measure of future results.

Julie joined Morgan Stanley in June 2022 and brings over two decades of sales and real estate management experience to our team.

As a Client Service Associate, she utilizes her passion for building authentic relationships and coordinates seamlessly with clients and our team of investment advisors to support your financial goals.

She helps to ensure clients receive a consistent high-quality experience by not only delivering with attention to detail, dependability, and compassion, but also with the empathy gained from being a long-time Morgan Stanley client herself.

Being an avid “DIYer”, Julie spends her free time crafting, gardening, trying new recipes and working on home improvement projects.