Courtney joined Merrill Lynch Wealth Management in 2000 and has been advising high net worth clients for over 20 years. As a Wealth Management Advisor with the CERTIFIED FINANCIAL PLANNER® certification, Courtney provides highly personalized advice to affluent individuals and families, as well as to small businesses and institutions.  She develops customized strategies for asset and liability management, tax minimization, and income and asset preservation. She works tirelessly for her clients and takes great pride in guiding them on all aspects of their financial affairs.

Courtney has attained FINRA series 7, 63, 65, 31, 9, 10 registrations.  Courtney is a CERTIFIED FINANCIAL PLANNER^® certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. She is a Senior Portfolio Advisor within the Firm's Investment Advisory Program. A Senior Portfolio Advisor can help clients pursue their objectives by managing on a discretionary basis custom investment strategies, selecting from a wide range of Merrill model portfolios and third-party investment strategies. Courtney graduated from the University of Delaware with a Bachelor’s degree.  She resides in Westport, Connecticut with her husband and two children.