Kory Anderson is our newest addition to the Personal Wealth Solutions team. While he is new to the Registered Director of Business Development position he has worked with our team as an intern since 2019. Kory graduated Magna cum laude from Ohio University in the Spring of 2021 then proceeded to obtain his Series 7 (General Securities), Series 66 (Uniform State Law), and Ohio insurance license. He will be pursuing his CFP (Certified Financial Planning) certificate as well as a master’s in financial services within 2022.
Part of Kory’s day to day is managing all marketing and public relations activities while also assisting with advising and trade execution. His main project is our Young Professionals package for young adults just starting out in their careers.
Kory has lived in Ohio his entire life, he was born and raised in Lewis Center. He enjoys camping and hiking, especially out west. He met Jeremy at the racetrack and is trying his best to get back into car racing in his free time. His favorite thing to do after work is to take his dog on walks at Alum Creek.