About Cory
As an Associate Wealth Advisor, Cory Brooks works at multiple offices and specializes in Trust administration and estate planning. He supports his clients by helping them realize and achieve their life goals through holistic planning and developing meaningful, long-term relationships. Financial planning isn’t just about finances, its about understanding the client and what their passions are.
Growing up, Cory's parents didn’t make much money, but they stuck to a strict budget, saved, and invested whatever they could. By doing this, they were always able to live a comfortable lifestyle, but more importantly, they were able to achieve their goals and retire when they wanted to. Seeing their example encouraged Cory to help others achieve what his parents were able to.
Cory earned a bachelor’s degree in finance from George Mason University, where he is currently a member of the Financial Planning and Wealth Management Advisory Board. He holds the CERTIFIED FINANCIAL PLANNER™ professional designation and obtained a certificate of financial planning coursework from Northwestern University.
Prior to Buckingham, Cory worked at BNY Mellon Wealth Management as a Senior Portfolio Analyst and Capital One Investing as a Private Wealth Associate.
Cory is from Falls Church, VA, right outside of Washington, DC. He currently lives in Fairfax, VA, with his wife Ashley (a fellow Buckingham advisor) and their Maltese, Louis. Outside of Buckingham, he enjoys trying new restaurants, Vietnamese and Italian being his favorites. Cory enjoys reading biographies, lifting weights at the gym and watching sports. He is unfortunately a fan of disappointing sports teams – the Baltimore Orioles, Washington Commanders, Wizards and Capitals.
As an Associate Wealth Advisor, Cory Brooks works at multiple offices and specializes in Trust administration and estate planning. He supports his clients by helping them realize and achieve their life goals through holistic planning and developing meaningful, long-term relationships. Financial planning isn’t just about finances, its about understanding the client and what their passions are.
Growing up, Cory's parents didn’t make much money, but they stuck to a strict budget, saved, and invested whatever they could. By doing this, they were always able to live a comfortable lifestyle, but more importantly, they were able to achieve their goals and retire when they wanted to. Seeing their example encouraged Cory to help others achieve what his parents were able to.
Cory earned a bachelor’s degree in finance from George Mason University, where he is currently a member of the Financial Planning and Wealth Management Advisory Board. He holds the CERTIFIED FINANCIAL PLANNER™ professional designation and obtained a certificate of financial planning coursework from Northwestern University.
Prior to Buckingham, Cory worked at BNY Mellon Wealth Management as a Senior Portfolio Analyst and Capital One Investing as a Private Wealth Associate.
Cory is from Falls Church, VA, right outside of Washington, DC. He currently lives in Fairfax, VA, with his wife Ashley (a fellow Buckingham advisor) and their Maltese, Louis. Outside of Buckingham, he enjoys trying new restaurants, Vietnamese and Italian being his favorites. Cory enjoys reading biographies, lifting weights at the gym and watching sports. He is unfortunately a fan of disappointing sports teams – the Baltimore Orioles, Washington Commanders, Wizards and Capitals.