Korey Speight

Since joining the firm in 2019, Korey has focused on helping clients simplify complex financial decisions and build more structured, intentional strategies. He works with successful professionals to help bring clarity and discipline to their finances, with a focus on investment management, retirement planning, and long-term wealth strategies.

A graduate of UNC Charlotte, Korey takes a relationship-driven approach, believing strong financial outcomes begin with a deep understanding of each client’s goals, priorities, and values.

Outside of the office, you’ll likely find Korey on the golf course—often connecting with clients and colleagues—or staying active in the Charlotte community. He also enjoys traveling and attending sporting events, particularly basketball and football, where he combines his passion for sports with building genuine, lasting relationships.