Corey Streim is a Senior Financial Advisor with Merrill Lynch Wealth Management and a member of the WS Group, a team recognized as Best-in-State Wealth Management by Forbes in 2023, 2024, and 2025. He brings over 20 years of experience in financial advising, focusing on building long-term client relationships and aligning financial decisions with individual goals and values.
Corey's expertise includes retirement income planning, portfolio management, liquidity management, and navigating complex equity compensation for public company senior leaders, particularly in scenarios related to IPOs and corporate acquisitions. He designs diversification strategies for concentrated equity positions, emphasizing tax minimization, and provides strategic guidance during mergers and acquisitions to preserve and enhance client wealth. His approach involves analyzing equity holdings and personal financial landscapes, modeling various liquidity and tax scenarios, and developing phased diversification plans responsive to changing market conditions and personal circumstances.
Corey holds a Bachelor's degree in Economics from Binghamton University and maintains the Series 7, 63, and 66 FINRA registrations, along with life and health insurance licenses. His professional designations include Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of his professional life, Corey resides in Commack, NY, with his wife Lisa and their two sons, Ethan and Lucas, and enjoys activities such as fishing, tennis, and spending time with his family.