Corey Harper is a senior private wealth advisor for the Private Wealth division and partner of Blue Trust and serves his clients out of the office in Indianapolis, Indiana.
As an experienced wealth advisor to individuals, families, and businesses, Corey uses his objective perspective to help clients make wise financial decisions to experience clarity and confidence and leave a lasting legacy. His goal is to help those he serves focus on the things that matter most to them. Corey and his team integrate financial planning, investment management, and trust services into financial plans tailored to his clients’ needs.
Prior to joining Blue Trust in 2001, Corey worked in several roles for Deloitte & Touche, LLP. He served as a senior auditor working with privately and publicly owned companies and as a senior advisor in the private client group providing financial planning, investment management, and tax preparation for high net worth families and large institutions.
Corey graduated summa cum laude from Miami University, where he majored in accounting and minored in economics. He is a licensed Certified Public Accountant (CPA) and has obtained his CERTIFIED FINANCIAL PLANNER® certification.
Corey and his wife, Mary Beth, have three children and live in Fishers, a suburb of Indianapolis.
