Cory M. Shrader, CFA, CFP®

Cory M. Shrader, CFA, CFP®

Certified Financial Planner™

Cory M. Shrader, CFA, CFP® - Cory has been a financial analyst and financial planner with Madden Advisory Services, Inc. since July 2019.  He creates customized asset allocations based on client goals, completes comprehensive research to screen investments, and monitors the markets and accounts as part of the portfolio management process.

Prior to joining Madden Advisory Services, Inc. Cory worked for TD Ameritrade and Fidelity.  Over the last 10 years he has served in many capacities across the investment spectrum: a holistic financial planner, portfolio manager, and investment analyst.  Cory received his B.S. in Business Administration with a minor in Investments and Financial Services from the University of North Florida.  Cory is a Chartered Financial Analyst (CFA) charter holder as well as a Certified Financial Planner™.  He is a member and the Director of Education for the CFA society in Jacksonville.

Cory is married and has two children.  He is involved in the Boy Scouts of America with his son and is an avid ice hockey fan and player.

 

Phone 904-296-1127