Corey Sunstrom
Senior Wealth Advisor/Director of Financial Planning at Hobart Financial Group
- Role
- Senior Wealth Advisor Director of Financial Planning at Hobart Wealth
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About Corey Sunstrom
Corey focuses on developing strategies and solutions for high-net-worth individuals…
Experience
Senior Wealth Advisor Director of Financial Planning
Jun 2019 — Present
Education
North Carolina State University
B.S, Business Administration (Double; Finance & Marketing
2003 — 2007
Campbell University
Masters, Trust and Wealth Management
2011 — 2012
Skills
- Estate Planning
- Retirement
- Bonds
- Strategic Financial Planning
- Succession Planning
- Stocks
- Process Improvement
- Asset Allocation
- Mutual Funds
- Concentrated Stock Management
- Team Building
- Qualified Retirement Plans
- College Education Planning
- Asset Management
- Collaboration Solutions
- Networking
- Practice Management
- Long Term Business Planning
- Options
- Small Business Financial Management
- Long Term Care Insurance
- Investments
- Retirement Planning
- Llc
- Trust Management
- Employee Stock Options
- Referral Network
- Portfolio Management
- Restricted Stock
- Charitable Trusts
- Financial Planning
- Mortgage Lending
- Asset Managment
- Strategic Planning
- Small Business Lending
- Team Leadership
- Salesforce.com
- Asset Protection
- Sales Management
- Commercial Lending
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