CORY A. MARCHBANKS, CFP
VICE PRESIDENT
Cory A. Marchbanks is a CERTIFIED FINANCIAL PLANNERTM practitioner and a Vice President at LEXCO Wealth Management, Inc.
With 12 years of experience, Cory Marchbanks is a highly respected advisor with an industry-wide reputation for excellence. Using a uniquely developed approach combining both holistic and financial theories, Cory works to ensure that all aspects of a person’s financial life are included in his custom strategies. Cory believes being a fully independent advisor and his focus of simplifying the complex gives his clientele greater control and probability of success.
Cory holds a Bachelor of Science in Business Administration degree from the University of Missouri-Columbia and a Certificate in Financial Planning from DePaul University. Cory currently holds FINRA Series 7 with LPL Financial and Series 66 with LPL Financial and Lexco Wealth Management, and Life, Health, and Variable Contract insurance licenses. He is a member of the Financial Planning Association of Metro New York and previously served on the Executive Board of the National Association of Insurance and Financial Advisors (NAIFA) – Chicago Region Board of Directors.
Originally from St. Louis, and an avid golfer, Cory enjoys spending time with his wife and dog, hiking, and skiing in the mountains of Colorado.
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