Neal Cory
Director - Financial Advisor
- Role
- Finra Arbitrator at FINRA
- Location
- Louisville, KY, US
- LinkedIn followers
- 500 followers
About Neal Cory
With 47 years of experience in the investment business, all with Hilliard Lyons, and Robert W Baird and Company, Inc (since 2019), I have a background in security analysis, sales, trust/investment management and corporate management. Today 100% of my time is spent helping clients manage and plan their financial affairs. This includes but is not limited to wealth management, trust and estate planning, financial planning and both individual and company retirement planning.Robert W Baird and Company, Inc is a full service investment firm headquartered in Milwaukee, WI, with offices in 37 states. Hilliard Lyons joined Baird in April, 2019.Please feel free to contact me at n••••@rwbaird.com
Experience
Finra Arbitrator
Aug 2017 — Present · Louisville, KY, US
Education
Washington and Lee University
BA Journalism
1973 — 1977
Skills
- Portfolio Management
- Investments
- Finance
- Investment Management
- Management
- Financial Planning
- Security Analysis
- Estate Planning
- Corporate Finance
- Sales
- Personal Financial Planning
- Alternative Investments
- Asset Management
- Asset Allocation
- Equities
- Investment Strategies
- Trust and Estate Management
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