Work History
Edward Jones
Edward JonesDecember 2009 to Current
About Korey
Retirement planning, stocks, bonds, mutual funds and life insurance can be a bit overwhelming. That's why it's important to find a CERTIFIED FINANCIAL PLANNER™ professional that can take the complicated and help make it simple and applicable to your goals.
Where are you now financially? Where do you want to go? What do you want to accomplish? Are you in a position to achieve your goals? When can you retire? When should you buy? When should you sell? How much cash should you have on the sideline and when? How much life insurance do you need? These are the questions my...
Where are you now financially? Where do you want to go? What do you want to accomplish? Are you in a position to achieve your goals? When can you retire? When should you buy? When should you sell? How much cash should you have on the sideline and when? How much life insurance do you need? These are the questions my...
Focus Areas
- Wealth Strategies
- Portfolio Reviews
- Retirement Savings Strategies
- Retirement Income Strategies
- Insurance & Annuities
- Estate & Legacy Strategies
Work History
Edward Jones
Edward JonesDecember 2009 to Current
Certifications
CFP®
CERTIFIED FINANCIAL PLANNER™ChFC®
Chartered Financial Consultant®
Education
Univ of SC Columbia
Univ of SC ColumbiaMaster of Business AdminUniv of SC Columbia
Univ of SC ColumbiaBachelor of Science
Education
Univ of SC Columbia
Univ of SC ColumbiaMaster of Business AdminUniv of SC Columbia
Univ of SC ColumbiaBachelor of Science
Personal Interests
- Sports Enthusiast
- Personal Fitness
- Health & Nutrition
- Social Responsibility
- Real Estate
Team Members
Whitney PorterBranch Office Administrator
Send Me a Message
* Required fieldSend Me a Message
* Required fieldOffice Information
Hours
| Weekday | Availability |
|---|---|
| Mon | 08:30AM - 04:30PM |
| Mon | 08:30AM - 04:30PM |
| Tue | 08:30AM - 04:30PM |
| Tue | 08:30AM - 04:30PM |
| Wed | 08:30AM - 04:30PM |
| Wed | 08:30AM - 04:30PM |
| Thu | 08:30AM - 04:30PM |
| Thu | 08:30AM - 04:30PM |
| Fri | 08:30AM - 04:00PM |
| Fri | 08:30AM - 04:00PM |
| Sat | By Appointment Only |
| Sat | By Appointment Only |
| Sun | Closed |
| Sun | Closed |
Office Hours
| Weekday | Availability |
|---|---|
| Mon | 08:30AM - 04:30PM |
| Mon | 08:30AM - 04:30PM |
| Tue | 08:30AM - 04:30PM |
| Tue | 08:30AM - 04:30PM |
| Wed | 08:30AM - 04:30PM |
| Wed | 08:30AM - 04:30PM |
| Thu | 08:30AM - 04:30PM |
| Thu | 08:30AM - 04:30PM |
| Fri | 08:30AM - 04:00PM |
| Fri | 08:30AM - 04:00PM |
| Sat | By Appointment Only |
| Sat | By Appointment Only |
| Sun | Closed |
| Sun | Closed |
Additional Hours
- Evenings
- Weekends
- Web Conferencing
Additional Hours
- Evenings
- Weekends
- Web Conferencing
Location
SummervilleFor information about how Edward Jones uses and protects your data, visit our Privacy and Security page:
https://www.edwardjones.com/us-en/privacy
Information we collect will be used by us and our affiliates to deliver personalized services, content, information and offers, to inform and tailor our marketing and research efforts, and to understand the performance of our websites and digital experiences.
More to explore
Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.
Learn More
What are your priorities?
Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.
Take the My Priorities quiz
Weekly market wrap
A summary of last week's market highlights and economic news.
Learn More