Corey Grant CFP®
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.
Corey understands that providing remarkable service depends entirely on solid client relationships. It all starts with being a great listener, and discerning the specific goals and dreams of each individual. As a Financial Consultant, he guides, advises, conducts needs analyses, and creates investment plans. Corey is knowledgeable in a wide range of planning aspects including retirement and income planning, investment and risk management planning, and education planning. He is dedicated to the stringent standards established by CFP® professionals. They include a holistic, personalized approach to creating a comprehensive investment plan for each client.
Corey and his wife, Shannon, have two children and reside in Bonita Springs. They love traveling and enjoy an abundance of outdoor activities with their young family.