Corey L. Hart, MBA
Partner
What do you enjoy most about wealth management?
I enjoy working with families and individuals and seeing them reach their goals. Our business is very rewarding when our investment plans allow people to provide for their children’s college, give to charity, start a new business or retire comfortably.
What do you love most about being part of Hart Financial Group?
I love the interaction with other team members who are some of the brightest, most caring advisors in our industry. We challenge each other constantly as we strive to create the most ideal financial outcomes for our clients.
What qualities of yours makes you well suited for your career?
I believe a combination of two qualities allows me to be successful. First, I genuinely enjoy the interaction with our clients. We get to know them on a very personal basis as we learn about their goals and family values. We also have the privilege to hear about a wide variety of businesses and careers. I’ve built relationships that have lasted for decades. Second, my passion for mathematical and financial analysis is a critical skill as we create financial plans that help our clients reach their unique goals.
What hobbies or interests do you have outside of work?
I most enjoy spending time with my family boating or on vacation at the beach or mountains. I also enjoy coaching my children’s sports teams. In addition, annual mission trips to Nicaragua with my church over the last decade have been a very meaningful experience and allowed me to share my love of Jesus Christ with others.
If you had to choose another career what would you do?
Major League Pitcher
What’s one experience you wish you could do all over again?
As tiring as it was at times, I would love to live through the toddler years with my 3 children again.
If you could live anywhere besides Austin, where would you live and why?
A tropical island in the Caribbean – no explanation needed!
Education, Registrations, Honors & Awards
• M.B.A. in Finance, University of Miami
• B.B.A. in Finance, Baylor University
• Series 7 – General Securities Representative License
• Series 63 – Uniform Securities Agent State Law License
• MetLife Chairman’s Council Qualifier 2005 – 2016; Mass Mutual Wealth Management Council Qualifier 2017
• Texas Monthly Magazine; 2009 – Present FIVE STAR Best in Client Satisfaction Wealth Manager*
• Past President of the New England Financial Leaders Executive Committee
• Honored as Brinker Capital Council Investment Advisor of the Year (2003); Brinker Capital is a Registered Investment Advisor located in Berwyn, PA
• Main platform speaker at MetLife’s national conference 2002 & 2004 – Estate Planning
Full Bio
Corey began his career in financial services in 1987. Working primarily with small business owners for the first decade, Corey teamed up with a mid-size CPA firm to help with retirement planning, college funding, risk management and investment planning.
By the late 1990’s, recognizing the need for a broader team approach to serve his clients, Corey began expanding Hart Financial Group with high-quality advisors, as well as technical and service folks in the industry.
For the last 20 years, Corey and his team have worked with top corporate executives, business owners, and high net worth families on their wealth management needs. Whether there is a liquidity event, a complex estate need or coordination of tax, legal and investment strategies, we find the team approach to be invaluable.
Corey and his wife Cheryl have 3 children: Dawson (age 18), Lauren (age 16) and Hudson (age 12).
*Five Star Wealth Manager
Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The Five Star award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients’ assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future. Five Star Professional is not an advisory firm, and the content of this material should not be considered financial advice. For more information on the Five Star award and the research/selection methodology, go to www.fivestarprofessional.com.
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