Corey B. Ramsey, Vice President for Highland Capital Brokerage, is a specialist in the design and implementation of advanced planning strategies for affluent families, entrepreneurs, and professionals. Corey partners with financial advisors to help establish, fund, and leverage customized multi-generational planning strategies to address the wealth protection and transfer needs of high-net-worth and ultra-high-net-worth clients.
With over 20 years of financial services industry experience, Corey has served both as a financial advisor and in a consultative role working with independent and institutional advisors and their clients. Corey is skilled in estate preservation planning and has managed key partnerships with CPAs and attorneys, as well as designing and implementing tax-favored solution planning for business owners and executives. She has served as the exclusive planning partner to a Virginia-based RIA that holds both the Barron’s America’s Top 100 Women Financial Advisors award and the Barron’s America’s Top 1,200 Advisors award.
Corey graduated from Marshall University with a Bachelor of Business Administration, Marketing and Economics, and has earned her Series 7, Series 63, Series 66, life/health, variable, and long-term care licenses.
Corey lives in Texas with her two children and enjoys traveling, reading, scuba diving, and playing golf.
Registered representatives offer securities through Securities America, Inc., member FINRA/SIPC. Financial advisors offer advisory services through Securities America Advisors, Inc. Highland and Securities America are separate entities.