Courtney Burton
,
Senior Vice President, Wealth Management Advisor
NMLS #577359
225 Liberty Street
New York, NY 10281
212.236.5283
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As your Merrill advisor, the focus in working with you is to connect all aspects of your financial life to help you prioritize and pursue the goals that matter most to you.
Profile

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.

Recognition
Working Mother/SHOOK Research's "Top Wealth Advisor Moms", 2020
(Published on September 29, 2020. Rankings based on data as of Mar 31, 2020.)
Forbes "America’s Top Women Wealth Advisors Best-in-State", 2022-2024
(Published annually Feb – April. Rankings based on data as of June 30 – September 30 of prior year.)
Forbes "Top Women Wealth Advisors Best-in-State", 2023-2024
(Published annually Feb – April. Rankings based on data as of June 30 – September 30 of prior year.)
Click here to learn more about advisor recognitions
About Me
Welcome

As your Merrill advisor, I take the time to understand what's important to you so I can provide personalized investment strategies built around your priorities, risk tolerance, time horizon, liquidity needs and goals. Thoughtful advice and guidance is provided to help you achieve your goals, including those related to your preferred lifestyle and desire to secure a legacy that can last beyond your lifetime.

Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Sheri Chafetz
Senior Wealth Management Lending Officer
Bank of America, N.A.
NMLS #413923
Let's Have A Conversation
We take the time to listen and learn about you and your family before creating strategies that aim to meet your needs, goals and best interests now and in the future
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Courtney Burton is registered to do business in AR, AZ, CA, CO, CT, DE, FL, IL, KS, KY, MA, MD, MN, NC, NJ, NV, NY, PA, PR, TX, VA, VT, WA, WY.