Lead Client Service Associate
Courtney enjoys her job because “there are new challenges and issues to resolve every day.” Courtney brings 17 years of client service in the financial industry to Spire.
Most recently, Courtney worked in Private Client Services at Hightower Advisors, an independent RIA in Bethesda, MD. Prior to that she spent several years at UBS and Morgan Stanley. Courtney brings an experienced perspective to the team and enjoys the fast-paced environment. She enjoys interacting with clients and her team, as well as being challenged to continually learn and refine her skills.
At Hightower she served on the front line of a five advisor team, assisting clients with activities such as onboarding and maintenance related to client accounts and processing financial transactions on an ongoing basis. Courtney oversaw over 100 households with a combined $300M+ in assets.
Courtney graduated with a Bachelor’s degree in Business Management from Florida A&M University and is a Registered Representative with Series 7 and 66 licenses.
Even though Courtney grew up in Alexandria, Virginia, she considers Northwest Washington, District of Columbia her home now as she has been living there for 14 years. In her spare time, Courtney enjoys volunteering for different charities and civic organizations including the Capital Area Food Bank, Habitat for Humanity and SOME (So Others Might Eat). She is an active member of her local church participating in community outreach programs. She loves to travel around the world and experience different cultures.