Corey Miller is a Portfolio Manager with nearly two decades of experience helping individuals, families, and business owners navigate complex financial and investment decisions. Since entering the financial services industry in 2008, Corey has developed a reputation for building long-term client relationships and delivering thoughtful strategies designed to help clients preserve, grow and transfer wealth across generations.
His approach combines disciplined portfolio management with comprehensive financial planning, helping clients align their investment strategies with their broader financial objectives.
Throughout his career, Corey has advised clients on portfolio construction, asset allocation, retirement income planning, wealth preservation, tax-aware investment strategies, succession planning and estate planning considerations. He believes successful wealth management begins with understanding each client’s goals, values and long-term vision, then building an investment strategy designed to support those objectives through changing market environments.
Corey holds FINRA Series 7, 63 and 65 registrations, Life, Accident and Health licenses and Long-Term Care Partnership certifications in New York, New Jersey, and Connecticut. He is active in his local community and has supported numerous charitable and fundraising initiatives through his involvement with the Stamford Chamber of Commerce, Westport chamber of commerce, the Westport Golf advisory committee, and food rescue.
Outside of work, Corey enjoys golf, hiking, fishing and skiing. He resides in Connecticut with his family.
Through our relationship with Fortis Lux Financial we have access to the above specialist and others. These individuals are not employees of Azura Wealth Advisers, they are employees of Fortis Lux Financial.