CM

Corey Morris

Wealth Management Consultant at Trawick Financial Services, Inc.

Corey Morris is a seasoned professional with diverse experience in wealth management, client relations, and sales. Currently serving as a Wealth Management Consultant at Trawick Financial Services, Inc., and an Account Executive at Aspire Partners USA, Corey excels in developing tailored financial strategies and comprehensive business solutions. Previous roles include a Real Estate Investor at CJM Rentals Inc., an Insurance Underwriter at Symmetry Financial Group, and a High Ticket Closer at 1 Call Closers, demonstrating expertise in high-value sales cycles and client relationship management. Corey has a strong background in customer service, account management, and sales development from positions at ZoomInfo and Prehired, complemented by earlier experience as a Land Surveyor and Co-Owner of East Coast Boutique. Education completed at The Art Institutes enhances Corey's professional skill set.

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