Courtney manages clients’ IRAs and qualified plans and assists clients in making investments with their retirement funds. She began working with Advanta in 2015 in the accounting department where she handled accounts payable and receivable, cash and in-kind transfers and client support. She is a graduate of St. Petersburg College and has spent most of her working life in customer service. In her free time, she enjoys cooking, reading and spending time with her family & corgi.
Contact: (800) 425-0653 ext. 1154