Head Of Advanced Planning For Lincoln Financial Advisors
Jan 2023 - May 2024
AeroLeads people directory · profile
Michael Corr Email & Phone Number
Helping individuals and businesses achieve their financial goals
1 work email found
@pahousegop.com
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 71%
Role
Helping individuals and businesses achieve their financial goals
Location
Royersford, Pennsylvania, United States
Who is Michael Corr? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Michael Corr is listed as Helping individuals and businesses achieve their financial goals based in Royersford, Pennsylvania, United States. AeroLeads shows a work email signal at pahousegop.com and a matched LinkedIn profile for Michael Corr.
Michael Corr previously worked as Head of Advanced Planning for Lincoln Financial Advisors at Lincoln Financial Group and Chief Estate and Business Planning Strategist for Lincoln Financial Advisors at Lincoln Financial Group. Michael Corr holds Bachelor’S Degree, Accounting from University Of Notre Dame.
Company email context
Email format at pahousegop.com
This section adds company-level context without repeating Michael Corr's masked contact details.
{first_initial}{last}@pahousegop.com
86% confidence
AeroLeads found 1 current-domain work email signal for Michael Corr. Compare company email patterns before reaching out.
Profile bio
About Michael Corr
I have deep experience in financial and estate planning, relationship management, business operations, and business development. As the Head of Advanced Planning for Osaic's National Planning Institute, I lead a dedicated team of experienced professionals who provide financial planning support to affiliated financial advisors. As a tax attorney and financial professional, I have worked with clients and financial advisors to develop and implement tax-efficient wealth transfer strategies. In addition, I have served as a subject matter expert and speaker on tax and financial planning issues. As a senior leader in Vanguard's Education Savings Group, I managed both people and business operations, working with cross-functional teams to substantially grow AUM in thirty-four 529 plans sponsored by thirty states.
8 roles · 27 years
Michael Corr work experience
A career timeline built from the work history available for this profile.
Chief Estate And Business Planning Strategist For Lincoln Financial Advisors
2018 - 2023
~5 yrs
Founder
Empowering individuals and businesses to achieve their greatest potential through education savings solutions
2018 - 2023
~5 yrs
State Representative
Dec 2016 - Dec 2018
Head Of State Relations For Vanguard Education Savings Group
Overall responsibility for the institutional relationship management and business development functions of Vanguard’s Education Savings Group. Led a team responsible for relationships with thirty states and thirty-four 529 plans with $70 billion in assets under management. Responsibilities included oversight of investment advice delivery and implementation, request for proposal response preparation, contract negotiations, plan pricing and economics, 529 plan conversions, and performance reporting.
2011 - 2017
~6 yrs
Senior Estate And Trust Counsel
Proposed customized, tax-efficient wealth transfer strategies for Vanguard clients. Provided legal counsel and advice to Vanguard National Trust Company (“VNTC”) in its capacity as trustee/co-trustee in matters involving trust interpretation, propriety of distributions, trust funding, and tax compliance.
2008 - 2011
~3 yrs
Partner
Barnard, Mezzanotte & Pinnie
Provided services to individuals in need of estate planning and administration, trust creation and administration, business succession planning, and entity formation.
2002 - 2008
~6 yrs
Senior Tax Consultant
Specialist in tax planning and compliance. Responsible for tax compliance process and evaluating the tax implications of business transactions for partnerships, S corporations, limited liability companies, corporations, and individuals.
2000 - 2002
~2 yrs
3 education records
Michael Corr education
Bachelor’S Degree, Accounting
Master’S Degree, Ll.M. In Taxation
Juris Doctor (J.D.), Law
FAQ
Frequently asked questions about Michael Corr
Quick answers generated from the profile data available on this page.
What is Michael Corr's role at their current company?
Michael Corr is listed as Helping individuals and businesses achieve their financial goals.
What is Michael Corr's email address?
AeroLeads has found 1 work email signal at @pahousegop.com for Michael Corr.
Where is Michael Corr based?
Michael Corr is based in Royersford, Pennsylvania, United States.
What companies has Michael Corr worked for?
Michael Corr has worked for Lincoln Financial Group, Edusave.Net, Pennsylvania House Of Representatives, The Vanguard Group, Inc., and Barnard, Mezzanotte & Pinnie.
How can I contact Michael Corr?
You can use AeroLeads to view verified contact signals for Michael Corr, including work email, phone, and LinkedIn data when available.
What schools did Michael Corr attend?
Michael Corr holds Bachelor’S Degree, Accounting from University Of Notre Dame.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trialPeople with similar names
Check these profiles if this is not the Michael Corr you were looking for.
View similar profiles
