Cory Howard
,
First Vice President, Wealth Management Advisor
NMLS #890662
755 SW Bonnett Way
Bend, OR 97702
541.312.6825
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The team is committed to understanding your values and what you want to accomplish with your assets. One-on-one conversations and communication help us get to know who you are and what you and your family want for your individual lifetimes.  We can help you concentrate on pursuing your life goals while also working with you to plan your legacy.
Profile

Successfully aligning families wealth with purpose is our financial practice’s primary goal. This is achieved by exercising the highest level of care and diligence throughout the planning process. We strive to build deeply rooted multi-generational relationships with the families we serve leading to optimal vertical and horizontal wealth transfer results. The accumulation of substantial wealth leads to increasing complexities. It’s our commitment to simplify these complexities using our collective financial planning knowledge.

Cory launched his financial services career with the Vanguard Group in 2004 after graduating from the Lundquist College of Business. On January 9th, 2012, Cory was afforded the opportunity to join the Merrill family. He is extremely fortunate to call the majestic outdoors community of Central Oregon home. Over the years Cory’s financial services practice has evolved to become national in scope, currently managing wealth in 38 states with emphasis on solving intricate and intellectually challenging planning cases for the affluent.

Cory firmly believes that professional education builds a strong foundation for future success. His postgraduate coursework for the CFP® certification was completed through the prestigious planning program at Boston University. Total Industry designations and licenses include CERTIFIED FINANCIAL PLANNER® CFP® professional, Certified Exit Planning Advisor CEPA®, FINRA Series 6,7,9,10,31,63,65 registrations and Oregon Life & Health.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER® and CFP® in the U.S.

Outside the office, Cory’s biggest passions include backcountry & downhill skiing, biking and backpacking trips around the globe with my wife Dr. Caroline.

Recognition
Forbes "Best-in-State Wealth Management Teams", 2024
(Published on January 12, 2024. Rankings based on data as of March 31, 2023.)
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About Me
Welcome

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.

Meet Our Professional Staff
Kelly Lewis
Wealth Management Associate
541.318.6473
Yancy A Lind,

CRPC™

Senior Consultant
541.312.6821
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Jacob R. Olsen
Senior Wealth Management Lending Officer
Bank of America, N.A.
NMLS #432347
About Merrill

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.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Cory Howard is registered to do business in AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, ID, IL, IN, KY, LA, MA, MD, MI, MS, MT, NC, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, VA, WA, WY.