portrait of Cory Caplinger

About Cory

One-size-fits-all may be fine for some investors, but as a CERTIFIED FINANCIAL PLANNER™ professional, I believe investments should be personalized to your specific goals. I create investment and financial solutions that are centered around the most important question; what is most important to you?

In fact, one of the many reasons I chose Edward Jones is because our number one priority is placing our clients' interests first.

In 2016, I began my Edward Jones career as a financial advisor in St. Augustine, FL, and I have been working to help my clients achieve their financial goals ever since. I hold a...

Focus Areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Retirement Savings Strategies
  • Entrepreneurs & Business Owners
  • Business Retirement Plans

Work History

  • Edward JonesNovember 2015 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™
  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Univ of North FloridaBachelor of Arts

Personal Interests

  • Sports Enthusiast
  • Outdoor Enthusiast
  • Pets
  • Surfing
  • Jogging

Team Members

  • Carol Hageman
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:00PM
Sat By Appointment Only
Sun Closed

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