Courtney Wood, MBA

Financial Advisor

I am your influencer, not in the social media, hyped-up type of way, but in the way that truly matters. 

I am here to help guide your financial decisions and steer you on the path to financial freedom and success. 

Financial advising is in my blood, but I am not your typical Financial Advisor. My father has been advising for close to 30 years and probably resembles what you were imagining in your head. 

I am a next generation, woman Financial Advisor who grew up around the business and is elevating the way advisors do business in the areas of Financial Planning and Client Experience, for example. 

I blend empathy, analytics, your beliefs, and my firm’s processes to provide more than investment advice, because let’s face it, investments don’t always win, but when combined with a sound, comprehensive, financial plan, put you closer to success.

Education:

MBA, Rollins College Crummer Graduate School of Business *Valedictorian
Finance, University of Central Florida *Summa Cum Laude

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