Cory Larmour is a Client Services Associate for Holistic Wealth Advisors and joined the team in 2021. His goal is to provide excellent customer service and assist the advisors with day-to-day tasks to enhance the client experience.
Cory is originally from Rotterdam, NY and graduated with his Bachelor's degree from Siena College. After graduating he moved to Clifton Park and began his financial career working as a relationship manager for Bank of America. Cory later passed his Series 7, held with LPL Financial, and Series 66, held with LPL and Stratos Wealth Partners, exams and migrated to Merrill as an advisor where he managed client's investment relationships.
He lives in Clifton Park with his wife and golden doodle. In his free time, he enjoys spending time with family, golfing, cooking, and writing songs.