Gerald M. Korey

A team approach

Our people collaborate to deliver highly personalized service to you.

J. Brent Beene
J. Brent Beene
CFP®, MS
Managing Partner and Wealth Advisor
Matt Masterson
Matt Masterson
CFP®
Wealth Advisor
James R. Sonneborn
James R. Sonneborn
CFP®, CFA, CDFA, MBA
Wealth Advisor

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As an Analyst, Jerry is responsible for analyzing the client’s financial picture, preparing recommendations, and assisting the Wealth Advisors in developing strategies that strive to help clients in reaching their goals. Jerry is from Hyde Park, New York, and attended Alfred State College where he earned a BBA in Financial Planning. Prior to joining RegentAtlantic, he has worked at Merrill Lynch and Ameriprise Financial. Jerry earned the CERTIFIED FINANCIAL PLANNER™ certification in June of 2014. He lives in Rockaway, NJ, and enjoys traveling, camping, and Notre Dame Football.

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