Grow Financial Federal Credit Union

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Corey Ward, CFP®

Corey Ward, CFP®

CFS Financial Advisor

CUSO Financial Services, L.P.
4502 W. Gandy Blvd.
Tampa, FL 33611
Office: 813.837.2451, ext. 4403
Mobile: 727.337.5752
Serving: Downtown, Hyde Park, Main Base, South Tampa, Town ‘N Country and South Carolina

Drawing on over a decade of experience in financial services, Corey offers the members of Grow a personalized, holistic approach to financial planning.

Prior to joining our team, Corey served as Wealth Management Advisor for TIAA Bank (formerly EverBank), and with Voya Financial, Inc., a financial planning and investment firm. His professional qualifications include the prestigious designation of Certified Financial Planner, which he earned in 2014, and he is also licensed by the State of Florida to provide securities and life insurance.

Corey is a graduate of the University of Florida, and on Saturdays during football season, proudly dons orange and blue to cheer on his beloved Gators. At home, he and his wife of 11 years, Janice, enjoy spending time with their rescue dog, Pebbles. He stays busy around the house on improvement projects, and when he needs a break, heads for the great outdoors.

Let Corey help build a personal plan to meet your needs, whether you’re planning for retirement, saving for college, protecting your wealth or transitioning through a major life event.

Check the background of your Financial Advisor with FINRA’s BrokerCheck.

Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members. For specific tax advice, please consult a qualified tax professional.