Cory Kozisek
Cory Kozisek is Senior Financial Advisor. He began his financial services career in in 2002 after he obtained his bachelor’s degree in economics from Colorado State University. As a CERTIFIED FINANCIAL PLANNER™ professional, Cory assists clients by providing customized wealth management after identifying and prioritizing which long term and short term goals matter most to his clients. Using the vast resources of Merrill, Cory can create a plan for you that can include income management, education funding, retirement planning and guidance for more complex financial situations. Once a strategy is in place, Cory and Merrill will continue to work closely with you to help achieve these goals as your life and finances change.
*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
