Organization: Merrill Lynch Financial Advisor – Corey Streim
Industry: Social Services
Merrill Lynch Financial Advisor Corey Streim, while primarily recognized for financial consulting, also plays a role in the social services sector through his commitment to helping individuals and families achieve long-term financial security and well-being. By providing guidance on wealth management, retirement planning, and sustainable charitable giving, his services contribute to the financial literacy and empowerment of diverse communities. Corey Streim focuses on forming lasting relationships with clients, many of whom face financial challenges related to life transitions, eldercare, and education funding. His approach is centered on personalized strategies tailored to each client’s unique life goals, often intersecting with social services concerns such as planning for medical care, disability, and intergenerational financial support. His work supports families navigating complex social issues through a financial lens.
Corey also partners with community organizations and educational institutions to offer financial education workshops, helping bridge the gap between financial empowerment and social well-being. His role often involves helping vulnerable populations develop stable financial foundations, which is a critical component of modern social services. His affiliation with Merrill Lynch gives clients access to a broad range of resources and tools typically beyond reach for underserved populations, contributing to stronger, more financially resilient communities.
Key Services:
– Personalized financial planning for families and individuals
– Retirement and long-term care planning
– Financial guidance for life transitions (e.g., divorce, eldercare, disability)
– Charitable giving and legacy planning support
– Community-based financial literacy workshops
– Intergenerational wealth and education funding strategies
– Investment management with a focus on financial wellness
– Budgeting and financial goal-setting for underserved populations
