Corethia V. E. Oates

Financial Advisor, Portfolio Manager

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Corethia V. E. Oates


To bring together our resources, collaborate with our associates and centers of knowledge to help you achieve your hopes, dreams and goals.

My Story and Services

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We appreciate your patronage and are honored to help you and your loved ones succeed through a strategic, holistic financial planning based approach.

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Services Include

  • Wealth Management
  • Professional Portfolio Management
  • Sustainable Investing
  • Long Term Care Insurance
  • Retirement Planning
  • Institutional Services
  • Estate Planning Strategies

Securities Agent: CA, CT, DE, FL, GA, KY, MD, NJ, NY, TX, VA; General Securities Representative; Investment Advisor Representative; Managed Futures

NMLS#: 1255416
CA License#: OD07584

Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.




  • Mack Center Iv, S 61 Paramus Rd.
  • Paramus, NJ 07652


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    With more than 20 years of experience as a Financial Advisor, Corethia Oates takes a highly personalized approach in helping her clients maneuver the complex financial systems and markets. Her mission is to use all available resources and alliances to help her corporate and individual clients achieve their personal and financial goals through a holistic, financial planning-based approach.

    Corethia earned her Portfolio Manager Designation in 2016. The Portfolio Management Program was established in 1979 to provide a select group of Morgan Stanley Financial Advisors who are qualified by the firm — based on training, experience and commitment — to independently manage client assets. Corethia also earned her Certified Kingdom Advisor designation for specialists offering biblically wise advice. She joined Morgan Stanley in 2000 after working as a Financial Advisor at First Union National Bank. She has been published in Commerce Magazine, NV Magazine and The Wiss & Co. Newsletter and provides financial/retirement planning and investment seminars for various organizations. Corethia graduated with honors from Union County College and holds Series 7, 31, 63 and 65 securities licenses, as well as State Life and Health Insurance licenses.

    Corethia most recently served as Chair of the Bergen County Workforce Investment Board and is a member of Women United in Philanthropy of Bergen County United Way. She was honored to be named by the Bergen County Girl Scouts as a Woman of Distinction. Corethia is a former board member and founding program chair for the Women’s Institute of Bergen Community College’s Mentor Program, an instructor at the Institute for Learning in Retirement and former marketing Chair for the Hackensack Regional Chamber of Commerce. As a trustee of Project Literacy of Greater Bergen County, Inc., Corethia is proud to have spearheaded that program’s accreditation.

    Corethia also helped establish a soup kitchen, computer classroom after-school program and homeless program at her church, where she served as a Vestry board member, youth group advisor and choir member. A competitor with a commitment to excellence in every aspect of her life, Corethia placed in the Track and field trials for the 1980 Olympics.

    Honors & Associations


    •Bergen County Girl Scouts, Women of Distinction

    •Bergen County Black Business Network 
    •Past Chair of Workforce Investment Board
    •CIANJ Ambassador
    •Past Bergen Community College Women's Institute, Board Member
    •Past Project Literacy of Greater Bergen County, Inc., Board Member
    •Past Hackensack Regional Chamber of Commerce, Board Member
    •Women United in Philanthropy


    Making sure your philanthropic dollars are managed with the same best-in-class service as the rest of your wealth.

    • Endowments
    • Foundations
    • Donor Advised Funds
    • Impact Investing


    Working with you to understand your life goals and develop a truly personalized wealth strategy.  Today and for the years to come.

    • 401(k) Rollovers
    • IRA Plans
    • Retirement income strategies
    • Annuities

    Business Planning

    Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.

    • Succession Planning
    • Business Planning
    • Retirement Plan Sponsors
    • Corporate Pension Funds

    Ready to start a conversation? Contact Corethia V. E. Oates today.

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