The Monteverde Group, LLC

CONNECT

Address:

Three Gateway Center, Suite 2300
Pittsburgh, PA 15222

Phone:

412.391.0419

Fax/Other:

412.391.0338

Corey Walter

Corey Walter

Vice President

Corey brings vast knowledge to the Monteverde Group. He has been in the financial services industry since 2006, and is a Vice President in the Denver, CO metro area.

Corey began his career with a fortune 300 company. He believes that just managing investments is a small fraction in helping to achieve financial goals. He takes a Comprehensive Financial Planning approach to look at the big picture as a whole. This approach will identify your strengths and weaknesses, which helps in providing recommendations that will start to pave the way to a successful and satisfying retirement.  He will take the time to understand your situation and provide personal service to meet your needs.

When not working he enjoys traveling, the outdoors, and spending time with friends and family.

Corey holds FINRA Series 7 (General Securities Representative), and Series 66 (Uniform Combined State Law Examination) licenses and is a Registered Representative and an Investment Advisor Representative with Royal Alliance Associates

Phone (800) 722-0098
Fax (412) 391-0338
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck