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A team approach

Our people collaborate to deliver highly personalized service to you.

Gerald M. Korey
Jerry Korey
CFP®
Wealth Advisor
Philip Metz
Philip Metz
Client Relationship Specialist
James R. Sonneborn
CFP®, CFA, CDFA, MBA
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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