Corey Shevlin, BPC
Investment Advisor Representative - Servicing
Corey serves as an investment adviser representative and handles the investment related administration for The Lynch Financial Group. He currently holds his Series 65, Life and Health Insurance licenses. He attended the University of Delaware and graduated with a Bachelor’s degree in Political Science and Criminal Justice in 2019.
A prospect or client will most likely engage with Corey throughout their experience with the firm. Prospects and clients are greeted with an upbeat and outgoing personality through Corey’s client service duties. Corey uses his strong analytical skills to contribute to the development of comprehensive financial plans for clients. He holds a multi-tool skill set that has a direct impact on the success of the business.
Corey leads the investment management department in designing, implementing and monitoring investment portfolios for the wealth management clients of the firm. Corey helps to drive portfolio optimization and maintaining consistent portfolio allocations. He also keeps up with changes in the financial market landscape (i.e., returns, volatility, credit spreads, interest rate and yield levels, etc.) and key economic data that directly correlates to market behavior. These responsibilities are crucial to the overall success of the investment services department.
Corey spends his free time dining out and trying new restaurant experiences, exercising religiously and taking adrenaline filled adventures snowboarding with his friends.
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