About Cory
As a Wealth Advisor, Cory Brooks serves clients primarily out of Texas and Virginia 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 resides in Falls Church, VA with his wife Ashley (a fellow Buckingham advisor), his daughter, Daphne, and their Maltese, Louis. Outside of being a girl dad, 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 a Wealth Advisor, Cory Brooks serves clients primarily out of Texas and Virginia 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 resides in Falls Church, VA with his wife Ashley (a fellow Buckingham advisor), his daughter, Daphne, and their Maltese, Louis. Outside of being a girl dad, 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.