Phone:
(703) 535-8375(703) 535-8375
The Corey Group at Morgan Stanley
Direct:
(703) 535-8374(703) 535-8374
Toll-Free:
(888) 747-3669(888) 747-3669
Our Mission Statement
We guide families in articulating, forging, and executing a tailored strategy to preserve and grow wealth in a manner which empowers them to focus on their higher purpose and family goals.
The Corey Group
The Corey Group strives to provide sterling service in a ‘client-centric’ financial practice that incorporates total balance sheet and life style management. We work with our clients in three ways:
Learn more about the team and what we can do for you by using the tabs on the left side, or reach out to us through email/phone.
Learn more about the team and what we can do for you by using the tabs on the left side, or reach out to us through email/phone.
- Help accumulate wealth during your working years
- Provide risk management and income during retirement
- Find the proper strategy for wealth preservation for your heirs
- Guide you through stock purchase programs
Services Include
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Our Advisors Have Been Recognized in Forbes and Barrons:
Forbes Best-In-State Wealth Management Team
2023, '24, '25
2023, 2024, 2025 Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded 2023, 2024, 2025) Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of year prior to issuance of the award.
2023, 2024, 2025 Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded 2023, 2024, 2025) Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of year prior to issuance of the award.
Lee Corey: Barron's Top 1200 Financial Advisor's
2006, '07, '08,' 09, '10, '11, '12, '13, '14, '15, '17
2006-2015, 2017 Barron's Top 1,200 Financial Advisors: State-by-State (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State)
Source: Barrons.com (Awarded 2006-2015, 2017). Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award.
2006-2015, 2017 Barron's Top 1,200 Financial Advisors: State-by-State (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State)
Source: Barrons.com (Awarded 2006-2015, 2017). Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award.
Lee Corey: Barron's Best-In-State Financial Advisor
2012, '13, '14
2012-2014 Barron's Top 100 Financial Advisors (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State)
Source: Barrons.com (Awarded 2012-2014). Data compiled by Barron's based on 12-month period concluding in Dec of the year prior to the issuance of the award.
2012-2014 Barron's Top 100 Financial Advisors (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State)
Source: Barrons.com (Awarded 2012-2014). Data compiled by Barron's based on 12-month period concluding in Dec of the year prior to the issuance of the award.
Lee Corey: Barron's Top Women Advisors
2008, '09, '10, '11
2008-2011 Barron's Top 100 Women Financial Advisors
Source: Barrons.com (Awarded June 2008-2011). Data compiled by Barron's based on 12-month period concluding in Mar of the year the award was issued.
2008-2011 Barron's Top 100 Women Financial Advisors
Source: Barrons.com (Awarded June 2008-2011). Data compiled by Barron's based on 12-month period concluding in Mar of the year the award was issued.
Lee Corey: Forbes Top 200 Women Advisors
2016, '18, '22
2016, 2018, 2022 Forbes America's Top Women Wealth Advisors & Forbes Top Women Wealth Advisors Best-In- State (formerly referred to as Forbes Top Women Wealth Advisors, Forbes America's Top Women Wealth Advisors)
Source: Forbes.com (Awarded 2016, 2018, 2022). Data compiled by SHOOK Research LLC based on 12-month time period concluding in Sept of year prior to the issuance of the award.
2016, 2018, 2022 Forbes America's Top Women Wealth Advisors & Forbes Top Women Wealth Advisors Best-In- State (formerly referred to as Forbes Top Women Wealth Advisors, Forbes America's Top Women Wealth Advisors)
Source: Forbes.com (Awarded 2016, 2018, 2022). Data compiled by SHOOK Research LLC based on 12-month time period concluding in Sept of year prior to the issuance of the award.
Lee Corey: Barron's Top 100 Financial Advisors
2006, '07, '08, '09, '10, '11, '12
2006- 2012 Barron's Top 100 Financial Advisors
Source: Barrons.com (2006-2012). Data compiled by Barron's based on 12-month period concluding in Dec of the year prior to the issuance of the award.
2006- 2012 Barron's Top 100 Financial Advisors
Source: Barrons.com (2006-2012). Data compiled by Barron's based on 12-month period concluding in Dec of the year prior to the issuance of the award.
Lee Corey: Forbes Best-In-State Wealth Advisors
2019, '20, '21, '22, '23, '24
2019-2024 Forbes Best-In-State Wealth Advisors
Source: Forbes.com (Awarded 2019. 2020, 2021, 2022, 2023, 2024) Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
2019-2024 Forbes Best-In-State Wealth Advisors
Source: Forbes.com (Awarded 2019. 2020, 2021, 2022, 2023, 2024) Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
Lee Corey: Forbes Top Women Wealth Advisors
2019, '20, '21
2019-2021 Forbes America's Top Women Wealth Advisors
Source: Forbes.com (2019, 2020, 2021). Data compiled by SHOOK Research LLC based on 12-month time period concluding in Sept of year prior to the issuance of the award.
2019-2021 Forbes America's Top Women Wealth Advisors
Source: Forbes.com (2019, 2020, 2021). Data compiled by SHOOK Research LLC based on 12-month time period concluding in Sept of year prior to the issuance of the award.
Lee Corey: Financial Times Top Financial Advisors
2016
Financial Times 400 Top Financial Advisors
Source: ft.com (Awarded Mar 2016) Data compiled by the Financial Times based on time period from 9/30/13 - 9/30/15.
Financial Times 400 Top Financial Advisors
Source: ft.com (Awarded Mar 2016) Data compiled by the Financial Times based on time period from 9/30/13 - 9/30/15.
Lee Corey, Jermaine Lowery: Five Star Wealth Manager Award
2022, '23
Five Star Wealth Manager Award
Source: fivestarprofessional.com (Awarded 2022, 2023) These awards were determined through an evaluation process conducted by Five Star Professional, based on objective criteria, during the following periods:
2022 Award - 1/10/22 - 8/26/22
2023 Award - 1/9/23 - 7/31/23
Five Star Wealth Manager Award
Source: fivestarprofessional.com (Awarded 2022, 2023) These awards were determined through an evaluation process conducted by Five Star Professional, based on objective criteria, during the following periods:
2022 Award - 1/10/22 - 8/26/22
2023 Award - 1/9/23 - 7/31/23
Morgan Stanley's suite of Modern Wealth Management Tools allows advisors to offer more customized and comprehensive advice than anywhere else. These tools' ease of use allows for a more in-depth view of a client's financial life to be taken, resulting in better service and more well-rounded advice.
Morgan Stanley Online and MSMobile
Morgan Stanley Online (MSO) has a variety of features beyond viewing your account balance and activity that you should take advantage of.
FEATURES
eAuthorizations: an enhanced way to authorize transactions with one click on Morgan Stanley Online and the Morgan Stanley Mobile App
eDelivery: reduces paper documents sent by mail and can protect your personal information from getting into the hands of identity thieves.
Managing your everyday finances such as paying bills online, sending money or transferring funds.
Morgan Stanley OnlineFEATURES
eAuthorizations: an enhanced way to authorize transactions with one click on Morgan Stanley Online and the Morgan Stanley Mobile App
eDelivery: reduces paper documents sent by mail and can protect your personal information from getting into the hands of identity thieves.
Managing your everyday finances such as paying bills online, sending money or transferring funds.
Asset Aggregation
The ability to view all of your assets together provides the opportunity to advise on your Morgan Stanley accounts with your entire financial picture in mind. We've launched a new tool that allows you to link information from your accounts at other financial institutions directly to your Morgan Stanley Online or Morgan Stanley Mobile App profile.
Asset Aggregation
Goal Planning System
GPS helps clients define what they want out of life, and then creates a financial framework to bring these goals to life.
Client Benefits
A Plan Designed to Achieve Goals: A holistic Goals Planning System approach to Wealth Management can help tailor an investment framework that considers key aspects of a client's life, such as retirement age, healthcare costs, home buying, cash management, legacy needs, and potential withdrawal strategies.
Embedded Investment Strategy to Help Clients Get on Track: Once goals are assessed, various investment proposals are considered to help clients get on track in accordance with their risk tolerance. The new tools will link to the latest asset allocation models, research and ideas and facilitate the Financial Advisor in providing advice right where it's needed.
Track Progress to Goals: Using goals as a benchmark, the investment strategy is continuously evaluated to ensure clients are on track.
Stay Flexible as Goals Change: As circumstances and goals change, Financial Advisors can help adjust priorities and introduce additional solutions.
GPS VideoClient Benefits
A Plan Designed to Achieve Goals: A holistic Goals Planning System approach to Wealth Management can help tailor an investment framework that considers key aspects of a client's life, such as retirement age, healthcare costs, home buying, cash management, legacy needs, and potential withdrawal strategies.
Embedded Investment Strategy to Help Clients Get on Track: Once goals are assessed, various investment proposals are considered to help clients get on track in accordance with their risk tolerance. The new tools will link to the latest asset allocation models, research and ideas and facilitate the Financial Advisor in providing advice right where it's needed.
Track Progress to Goals: Using goals as a benchmark, the investment strategy is continuously evaluated to ensure clients are on track.
Stay Flexible as Goals Change: As circumstances and goals change, Financial Advisors can help adjust priorities and introduce additional solutions.
Digital Vault
Keeping important documents and financial records organized and readily available is one the best gifts you can give those you love. In the event of catastrophe or serious illness, disability or death, your Family Records Organizer can immediately provide vital, timely information to both your family and professional advisors. The Digital Vault on Morgan Stanley Online and the Mobile App allows you and your clients to build a central, shared document library where all documents are stored using encryption.
Digital Vault VideoCreating a Strategy
At the Corey Group, we believe in a comprehensive approach to wealth management. By understanding what is important to you, we create a financial plan to help achieve your goals. Learn more about our process below.
1. Discovery
We begin by having a conversation to understand your unique financial situation. We establish your goals and what you are looking to accomplish when working with our team.
2. Plan Creation
Once we have a strong understanding of your goals and financial picture, we create a strategic plan to help achieve those objectives, both for the short-term and the long-term. By leveraging various Morgan Stanley Modern Wealth Management tools, we aim to encompass the important details of your life in our plan.
3. Communicating Your Financial Plan
Once your plan is created, we communicate it with you so that you understand what strategies go behind it and how those strategies impact your overall financial picture.
4. Ongoing Review and Adjustments
Your financial plan is a living, breathing document. As such, we regularly review your plan and make adjustments as needed, in order to stay on track towards your financial goals.
Location
333 John Carlyle St
Suite 650
Alexandria, VA 22314
US
Direct:
(703) 535-8374(703) 535-8374
Toll-Free:
(888) 747-3669(888) 747-3669
Fax:
(706) 940-7331(706) 940-7331
601 Union Street, Two Union Square
ROOMS 3922-26, 4617 -22, 3917-21
Seattle, WA 98101
US
Meet The Corey Group
Jermaine Lowery, QPFC
Vice President, Wealth Management, Financial Advisor, Financial Planning Specialist, Insurance Planning Director, Portfolio Manager
Phone:
(703) 535-8308(703) 535-8308
Phone:
(703) 535-8394(703) 535-8394
Redmond Manierre, CFP®
Associate Vice President, Financial Advisor
Phone:
(703) 556-8114(703) 556-8114
Colton Baker
Registered Client Service Associate
Phone:
(703) 535-8377(703) 535-8377
Gerald Pardo
Registered Client Service Associate
Phone:
(703) 535-8374(703) 535-8374
Nick Caputo
Client Service Associate
Phone:
(703) 535-8321(703) 535-8321
About Lee Corey
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
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
Securities Agent: HI, AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, WY, WV, WI, WA, VT, VA, UT, MN, TX, SD, SC, RI, PA, OR, OK, OH, NY, NV, NM, NJ, NH, NC, MT, MO, MI, ME, MD, MA, LA, KY, KS, IN, IL, ID, IA; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1282962
NMLS#: 1282962
About Jermaine Lowery
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.
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.
Securities Agent: WY, WI, WA, VT, VA, UT, TX, SD, RI, PA, OR, OH, NY, NV, NM, NJ, NH, NC, MT, MO, MN, MI, ME, MD, MA, LA, KY, KS, IN, IL, ID, HI, OK, GA, FL, DE, SC, DC, CT, CO, CA, AZ, AR, AL, WV, AK; General Securities Representative; Investment Advisor Representative; Managed Futures
CA Insurance License #: 1751135
CA Insurance License #: 1751135
About Anna Pavluk
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.
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.
Securities Agent: AZ, DE, RI, WI, VA, NY, MD, KS, PA, NH, MN, ME, DC, CT, CO, AK, OR, KY, UT, MO, IN, AL, WA, VT, TX, NV, MT, FL, CA, AR, SD, MA, WV, SC, ID, HI, WY, OK, MI, IL, GA, OH, NM, NJ, NC; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1517451
NMLS#: 1517451
About Redmond Manierre
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.
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.
Securities Agent: VA, WV, SC, ID, FL, MT, NM, WY, ME, WI, WA, VT, UT, TX, SD, RI, PA, OR, OK, OH, NY, NV, NJ, NH, NC, MO, MN, MI, MD, MA, LA, KY, KS, IN, IL, IA, HI, GA, DE, DC, CT, CO, CA, AZ, AR, AL, AK; General Securities Representative; Investment Advisor Representative
NMLS#: 2327292
NMLS#: 2327292
Contact Lee Corey
Contact Jermaine Lowery
Contact Anna Pavluk
Contact Redmond Manierre
Wealth Management
Global Investment Office
Portfolio Insights
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Retirement
Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
Investing
Working closely with you to guide your wealth and investments through the most challenging market cycles.
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Family
Creating customized financial strategies for the challenges that today’s families face.
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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Philanthropy
Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
Donor Advised Funds: A Smart Way to Manage Your Giving
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Financial Wellness
Enhancing Financial Wellness enables your workforce to do their best work. Companies that invest in financial wellness have an opportunity to:
- Reduce employee stress,
- Improve retention and engagement, and
- Set themselves apart by offering comprehensive financial wellness benefits.
Ready to start a conversation? Contact The Corey Group today.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
1The returns on a portfolio consisting primarily of Environmental, Social and Governance (“ESG”) aware investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because ESG criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria. Diversification does not guarantee a profit or protect against loss in a declining financial market.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
3Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
4Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
5Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
6When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
7Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
1The returns on a portfolio consisting primarily of Environmental, Social and Governance (“ESG”) aware investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because ESG criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria. Diversification does not guarantee a profit or protect against loss in a declining financial market.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
3Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
4Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
5Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
6When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
7Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
CRC 6491812 (04/2024)
