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Corey P
CFP®, Series 66, Series 63
Port Washington, NY
Great Hill Advisory
Corey Peterson is a CFP® with 15 years of industry experience, serving as the sole advisor at Great Hill Advisory since 2016. He holds Series 66 and Series 63 licenses. Great Hill Advisory serves individual and high-net-worth clients as well as charitable organizations, providing comprehensive financial planning, discretionary portfolio management, and referrals to third-party money managers. The firm combines a primarily passive investment approach with integrated tax preparation services and occasionally employs advanced strategies and external managers tailored to client needs.
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