Ronya A. Corey, CFP^®, CRPC^™, ChFC^®, CPFA^®;

Managing Director

Wealth Management Advisor

Ronya has been with Merrill Lynch Wealth Management since 1993, and is the founding partner of The Corey Group in Washington, DC. The Corey Group works with non-profits, businesses, executives, and families by developing wealth management and investment planning strategies to help them meet their long term objectives while minimizing risk.

Ronya holds the CERTIFIED FINANCIAL PLANNER^™ - CFP^® certification, Chartered Retirement Planning Counselor^™ - CRPC^™, and Chartered Financial Consultant^® - ChFC^® designations, and holds the FINRA Series 7 and Series 66 registrations.

Ronya Corey was ranked #1 in Washington, DC on the Forbes "America's Top Women Wealth Advisors" list, March 2020 and 2021* (published annually Feb - April. Rankings based on data as of June 30 - September 30 of prior year)

Ronya Corey was named to Forbes “Best-in-State Wealth Advisors” in 2018, 2019, 2020, 2021 and again in 2022** (published annually Jan - April. Rankings based on data as of June 30 of prior year)

Ronya Corey was named to Forbes “America's Top Women Wealth Advisors” in 2017, 2018, 2019 and again in 2020* (published annually Feb - April. Rankings based on data as of June 30 - September 30 of prior year)

Ronya Corey was named to Working Mother/SHOOK Research’s “Top Wealth Adviser Moms” in 2017, 2018, 2019, 2020, and 2021* (published annually Sept - Oct. Rankings based on data as

of Mar 31 of current year.)

Ronya Corey was named to Barron’s “Top 1,200 Financial Advisors” in 2017 and 2016* (published annually in March. Rankings based on data as of September 30 of prior year)

In 2009, Ronya was named to Barron's "Top 1,000 Financial Advisors" (published on February 9, 2009. Rankings based on data as of September 30, 2008)

Ronya is on the board of the National Symphony Orchestra, the Investment Committee for Alpha Delta Pi Sorority, and is an emeritus council board member of the non-profit organization D.C. Scores.

*Source: The Forbes “America’s Top Women Wealth Advisors” list, published annually Feb - April. Rankings based on data as of June 30 - September 30 of prior year.Data provided by SHOOK^® Research, LLC. Forbes.com America’s Top Women Advisors ranking was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client impact, industry experience, review of best practices and compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.

**Source: The Forbes “Best-in-State Wealth Advisors” list, published annually Jan - April. Rankings based on data as of June 30 of prior year.

Data provided by SHOOK^® Research, LLC. Forbes Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings to measure best practices; also considered are: client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.

***Source: Working Mother/SHOOK Research’s “Top Wealth Advisor Moms” list, published annually Sept - Oct. Rankings based on data as

of Mar 31 of current year.

Data provided by SHOOK^® Research, LLC. SHOOK Research considered women advisors with children living at home under 21 years of age. The ranking algorithm is based on qualitative measures derived from telephone and in-person interviews and surveys: service models, investing process, client retention, industry experience, review of compliance records, firm nominations, etc.; and quantitative criteria, such as assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. Rankings and recognition from Working Mother/SHOOK Research are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results, and such rankings should not be construed as an endorsement of the advisor. Neither SHOOK nor Working Mother receives compensation from the advisors or their firms in exchange for placement on a ranking. SHOOK Research is a trademark of SHOOK Research, LLC. All rights reserved.

****Source: The Barron’s “Top 1,200 Financial Advisors: State-by-State” list, published annually in March. Rankings based on data as of September 30 of prior year.  

 

The Barron’s “Top 1,200 Financial Advisors” ranking considered advisors with a minimum of seven years financial services experience and who have been employed at their current firm for at least one year. This is a list of the top advisors in each state, with the number of ranking spots determined by each state’s population and wealth. Other quantitative and qualitative measures include assets under management, revenues generated by advisors for their firms, and the quality of the advisors’ practices, regulatory records, internal company documents, and 100-plus points of data provided by the advisors themselves. Rankings and recognition from Barron’s are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results, and such rankings should not be construed as an endorsement of the advisor. Barron’s is a trademark of Dow Jones & Company, Inc. All rights reserved.

*****Source: The Barron’s “Top 1,000 Financial Advisors: State-by-State” list, published on February 9, 2009. Rankings based on data as of

September 30, 2008.

Advisors considered for the “America’s Top 1,000 Financial Advisors: State-by-State” ranking have a minimum of seven years of financial services experience and have been employed at their current firm for at least one year. Quantitative and qualitative measures used to determine the Advisor rankings include: client assets, return on assets, client satisfaction/retention, compliance records, and community involvement, among others. Barron’s does not receive compensation from Advisors, participating firms and their affiliates, or the media in exchange for rankings. Barron’s is a trademark of Dow Jones & Company, Inc. All rights reserved. The ranking or ratings shown here may not be representative of all client experiences because they reflect an average or sampling of the client experiences. These rankings or ratings are not indicative of any future performance or investment outcome.