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A team approach

Our people collaborate to deliver highly personalized service to you.

Gerald M. Korey
Jerry Korey
Wealth Advisor
Philip Metz
Philip Metz
Client Relationship Specialist
James R. Sonneborn
Partner and Wealth Advisor

Caroline Blake

Client Relationship Specialist

Caroline joined RegentAtlantic in 2020 with 13 years of experience in the wealth management and financial services industry. As a Client Relationship Specialist, she is responsible for supporting team members and handling operational issues for clients. She acts a liaison for the custodians and handles establishing new accounts for clients, account maintenance, and executing account transfers. Caroline graduated from La Salle University with a BS in Accounting.

Caroline lives in Morristown, New Jersey with her 2 children.

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