Cory Violette
Advisor at Merrill
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Cory Violette is a Senior Financial Advisor with the Kirkpatrick-Violette Group at Merrill Lynch Wealth Management. He works closely with individuals and families managing significant wealth, particularly those with $5 to $15 million in investible assets, addressing complex wealth management needs beyond investment management. Cory's expertise includes retirement planning, executive compensation, family wealth management strategies, philanthropic planning, and tax minimization. He emphasizes a personalized approach, listening carefully to clients’ priorities and values to design tailored financial strategies that support their unique goals and timelines.
Cory has been in the financial services industry since 2011. His career began at Northwestern Mutual with Bishop Bockemuehl and Associates, followed by a role on Washington Trust Bank’s Investment Services team. In 2018, he joined the Larson-Kirkpatrick Group at Merrill. He holds a Bachelor's degree in Finance from Gonzaga University, where he was a member of the basketball team and received a scholarship. Cory holds the Personal Investment Advisor (PIA) designation and is an active member of Merrill as well as a board member of the Big Brothers Big Sisters Endowment.
Residing in Spokane, Cory lives with his wife Lisa and their three sons. Outside of his professional commitments, he enjoys outdoor activities such as boating, fishing, hunting, and basketball, and he is dedicated to sharing his passion for the outdoors with his family.
Client services
Based on Merrill
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
Expertise
Wealth management
Retirement income strategy
General retirement planning
Charitable giving & philanthropy
Multi-generational wealth transfer
Occupation focus
Executive
Professional Athlete
Demographic focus
Approaching retirement
Young Families
Location
601 W Riverside Ave
Spokane, WA 99201
Most active in
Cory V has reported serving >5 clients in these states in the last 12 months.
Idaho · Texas · Washington
Work history
BANK of AMERICA, N.A.
2018 - Present (8 years)
Merrill
2018 - Present (8 years)
WASHINGTON TRUST BANK
2014 - 2018 (4 years)
Cetera
2014 - 2018 (4 years)
Cetera Investment Services Llc
2014 - 2018 (4 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
Denise D
CFP®, Series 63, Series 65
Spokane, WA
Financial Trex, LLC
Jeffrey Z
PFS™, Series 65
Spokane, WA
Chair Six Financial Planning, PLLC
Keith S
CFP®
Cheney, WA
Spencer Financial Planning, LLC
Hi, I’m Keith. So, a bit about me. I love this stuff. The whole financial planning thing. After getting a degree in music (yeah, music…), I worked at a leading investment management firm in Los Angeles for 18 years. But I had this itch all along that I wanted to open my own financial planning firm at some point. I finally decided to pull the trigger to open my own firm in 2019, and here I am. I’m now based in Spokane, Washington, but I work with clients virtually, so I can help people who live anywhere. I’m a bit of a nerd when it comes to finances. I have so much fun with this topic and am honored to be able to help others with it. Money can be such a tough subject, so I love coming alongside people to help them navigate the questions they have, as well as the questions they don’t know they should have. I started Spencer Financial Planning to empower people through financial health. We’re a fee-only, fiduciary firm. We look out for our clients’ best interests and help them make fantastic money decisions. We serve clients primarily in California and Spokane, Washington, specializing in helping Capital Group associates and retirees. We help you: - Make smart financial decisions - Cultivate good habits with your money - Navigate the complexities of your finances On a personal level, a few things I love: - My wife and kids, foster care, adoption - Financial planning, reading - The Salvation Army, church - Music, playing bass guitar - Watching baseball, playing fantasy baseball, ping-pong - Eating (sometimes too much), using bullet points - Disneyland, Hawaii, the beach, travel
Harry L
Series 65
Spokane, WA
Upfront Financial Planning, LLC
Scott J
Series 65
Spokane, WA
Ravenwood Capital Management, LLC
James J
ChFC®, Series 66
Colbert, WA
Sound Advisory Services Inc.
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