About Cori J. Shad
Cori is a Financial Planning Specialist and Financial Advisor with The Shad Financial Group. Cori began her career in the financial services industry in Morgan Stanley’s Wealth Advisor Associate program where she aided clients in developing comprehensive financial plans. A Jacksonville native, Cori attended the Episcopal School of Jacksonville before graduating from Florida State University with a Bachelor of Science degree in Business Management with a concentration in Finance.
Cori is passionate about giving back to the community, serving on various boards and committees including the Family Nurturing Center of Florida, Junior League of Jacksonville, and San Jose Episcopal Church. In her spare time, Cori enjoys traveling and spending time with family. Cori resides in the San Marco neighborhood with her husband Cole and their son Will.
Securities Agent: WV, NV, MT, DC, SC, MD, LA, FL, WA, OH, NY, NM, NJ, MN, KY, TN, MA, WY, VA, RI, NC, HI, GA, AL, MI, CA, AZ, TX, SD, PA, OR, DE, CT, CO; General Securities Representative; Investment Advisor Representative
NMLS#: 2112598