Erskine Courtenay
,
Vice President, Senior Financial Advisor
101 Bullitt Lane
Louisville, KY 40222
502.329.5109
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Whatever your personal goals may be, I will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.
Profile

Erskine is a veteran of the financial services industry investing family’s assets since 1999 and joined Merrill in 2012.  He focuses on goals-based wealth management giving families the opportunity to integrate their own values into their planning. This includes collaborative assistance to develop value-based goals for income, investments, insurance, education and wealth transfer. Erskine offers tailored client service, implementing the global resources of Merrill and providing access to banking products offered through Bank of America, N.A., while tracking goals and the ever changing circumstances of families.

BofA Global Research is research produced by BofA Securities, Inc. (“BofAS”) and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation. Any information presented in connection with BofA Global Research is general in nature and is not intended to provide personal investment advice. The information does not take into account the specific investment objectives, financial situation and particular needs of any specific person who may receive it. Investors should understand that statements regarding future prospects may not be realized.
Erskine has nine years of analytical experience in commercial lending, investment banking and trust. He is a member of Kingdom Advisors, Louisville Society of Financial Analysts, St. Francis in the Fields Church, Louisville Downtown Rotary, the JB Speed Art Museum and the Crohn’s and Colitis Foundation. He is a graduate of Thunderbird School of Global Management, The George Washington University and the American University in Paris, France.  Erskine and wife Dr. Dawn Courtenay are parents to Will and Caroline, a Goldendoodle, and live in Louisville.

About Me
Welcome

My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.

About Merrill

Bringing fresh perspectives to your financial life

The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

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Chartered SRI Counselor™, CSRIC®, and the CSRIC® logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Erskine Courtenay is registered to do business in AL, AR, CA, CO, DC, DE, FL, IN, KS, KY, MD, MN, MO, NC, NJ, NY, OH, TN, TX, VA, WA.