Suggestions
Corey Miller
Financial Services Professional at Fortis Lux Financial
Corey Miller is a financial planner at Fortis Lux Financial, offering personalized retirement, insurance, and financial advice.245 He uses a consultative process to understand his clients' values and goals, and he then forms customized recommendations designed to address those needs.5
Miller came into the financial advising world in 2008 after establishing a clothing company in Miami, Florida.1 He made a career switch to personal financial planning because he noticed some people were financially prepared for life events, while others lived paycheck to paycheck.1 This motivated him to provide sound advice to individuals and families, helping them create financial plans to achieve their goals.1
Corey and his team, including Michael Davila and Lance Lichorat, have established a ten-person financial advisory team within Fortis Lux Financial, developing a robust client base.1
Corey is a registered representative of MML Investors Services, LLC, offering securities, investment advisory, and financial planning services.2 He holds Series 7 and 63 licenses, as well as Life, Accident and Health licenses.1 He is also Long Term Care Partnership certified for New York, New Jersey, and Connecticut.1 Miller is licensed to sell insurance products in Florida, Connecticut, New Jersey, New York, Tennessee, and North Carolina and to sell securities products in Florida, Connecticut, New Jersey, New York, North Carolina, and Tennessee.2
Miller helps his clients with tax strategies, gifting strategies, entrepreneurial family relationships, succession planning, trust and estate planning strategies, retirement planning, wealth preservation strategies, income strategies, portfolio design, and asset allocation strategies.1 His specialties include insurance and investment strategies, business owners, LGBTQ, charitable giving, college funding, business succession planning, estate planning, retirement income planning, group benefits, and risk management strategies.24
Corey resides in Connecticut and supports his local community as a member of the Stamford Chamber of Commerce for various fundraisers.1 His hobbies include golf, hiking, fishing, and skiing.1
Fortis Lux Financial, where Corey Miller works, is a financial services company that offers a personalized experience to help clients solve problems, open doorways to opportunities, and find ways to use resources to achieve their financial goals.36 The company was founded in 2010 and has 153 employees.3
