Corey Franco, CFS®
Corey Franco, Founder and President of NobleBridge Wealth™ Management, LLC & NobleBridge Wealth™ Insurance Advisors, LLC has over twenty years of experience in the financial services industry, during which he has maintained a focus on compliance practices and investment advisory services. Corey is an accomplished investment advisory strategist who specializes in personal wealth management and strategy, portfolio design, asset allocation and investment due diligence. One aspect of Corey’s focus is on creating a separate account strategy that will be optimized for each specific investment policy statement that is created with NobleBridge clients.
NobleBridge provides customized investment management services to individuals, families and institutions. Corey also has a passion for providing financial planning for Special Needs families which requires both knowledge and sensitivity and consideration of the financial future of everyone in the family. Through the various senior positions he has held at HJ Sims and Co., Inc., Ladenburg Thalmann Asset Management, Inc., Lebenthal & Co., and Horner, Townsend, & Kent. Inc., Mr. Franco has been responsible for Middle Office Operations, Operational Compliance and Supervision, and Senior Leadership Management, with a significant focus on leading and structuring asset management firms and advisory wealth management. Mr. Franco received a BA degree from Montclair State University. He previously maintained a Registered Representative (Series 7), an Investment Company and Variable Contracts Products Representative (Series 6). Mr. Franco also prior held the NASAA Uniform Combined State Law Examination certificate (Series 66) and currently maintains the active investment advisory portion (Series 65 which is portions of the 66 license).