Kory Lenz | Financial Planner

Kory is a Certified Financial Planner™ who recently joined Thomas Financial from Morgan Stanley. He earned his Bachelor of Science in Business from Miami University in 2012 and his Master of Business Administration with a concentration in Finance from the University of Tampa in 2017.

Kory maintains FINRA Series 7 and 66 licenses, as well as Florida licenses 2-14 and 2-40. Kory is a member of Tampa Connection and the Tampa Bay Estate Planning Council.

Kory is committed to providing comprehensive financial planning for clients in all life stages. He utilizes an in-depth discovery process and sophisticated planning software to gain a complete understanding of his clients’ goals and total financial picture. After analyzing a client’s current situation, Kory then provides tailored planning, investment and insurance recommendations as appropriate. Clients can track progress towards their goals in real time and meet with Kory to make adjustments as needed.

Originally from Connecticut, Kory has lived in Tampa since 2013 will soon marry fiancé Morgan Nolan in December 2019.