Courtney is a graduate of University of North Carolina Charlotte and has 4 years of experience in financial services. She joined Benjamin F. Edwards in 2026 after her time at J.P. Morgan, where she gained valuable knowledge and experience in wealth management. Courtney obtained her FINRA Series 7 & 63 in 2024, and will be obtaining her series 66 later this year. She enjoys working with clients and being a part of their life moments, big and small, when it comes to reaching their financial goals. Outside of work, Courtney is usually spending time with her dog Scotty, visiting with friends and family, and getting outdoors. She also really loves music and enjoys playing the guitar when she has the time.