Corey Edwards

My path to financial advising has been shaped by service, discipline, and a commitment to helping others build stronger futures. As a military veteran, I learned that trust is earned through integrity, preparation, and putting the needs of others before your own. Those principles continue to guide every client relationship I have today.
My faith also plays an important role in how I approach my work. I believe wealth is a responsibility as much as it is a blessing, and I view financial planning through the lens of stewardship—helping clients thoughtfully manage the resources they've worked hard to earn. Whether your goal is preparing for retirement, providing for your family, growing a business, supporting charitable causes, or creating a lasting legacy, every financial decision should reflect your values and long-term purpose.
My planning philosophy is holistic. Investments are only one part of a much larger financial picture. Lasting success comes from understanding how retirement planning, investment management, tax considerations, risk management, estate planning, cash flow, and wealth transfer work together. Rather than focusing on isolated products or transactions, I work to develop coordinated strategies that help clients make informed decisions throughout every stage of life.
As part of Merrill Lynch Wealth Management, I combine personalized advice with the firm's industry-leading resources, research, and technology. Merrill's sophisticated planning tools and investment capabilities allow us to model scenarios, evaluate strategies, monitor progress, and adapt as your life and goals evolve. This combination of experienced guidance and innovative technology helps provide clarity in today's increasingly complex financial landscape. Above all, my mission is simple: to serve as a trusted steward and long-term partner—helping individuals, families, and business owners protect what they have built, pursue meaningful growth, and create opportunities that endure for generations.