About Victoria Courtney
Victoria Courtney is a Financial Advisor partnering with individuals and families to deliver customized wealth management solutions. With a deep focus on portfolio optimization through the lens of tax and estate planning, Victoria helps clients align their financial assets with their long-term personal goals.
Victoria began her career in private wealth management as a Business Development Associate where she focused on overseeing all trading execution, manager due diligence, operations, and logistics for the Bell Urban Group. She holds a Financial Planning Specialist designation as well as a Certified Exit Planning Advisor (CEPA) designation, equipping her to guide clients through complex wealth events, including business transitions.
Her client base includes professionals in the financial services and legal services industries, corporate executives, and successful entrepreneurs. Victoria also spends her time conducting investment manager due diligence, engaging directly with equity, fixed income, and alternative asset managers to ensure her clients have access to thoughtfully selected and thoroughly vetted investment opportunities.
Victoria is a graduate of Quinnipiac University, where she earned a B.S in Finance with a minor in Economics. Victoria grew up in Long Island, NY and currently resides in Forest Hills.
Securities Agent: SC, ND, FL, CT, WI, OK, NC, MO, DC, NM, NH, MS, MI, GA, MT, MA, KS, CO, CA, VA, NJ, NE, ID, WY, WA, UT, TX, OR, AR, NV, ME, MD, LA, IN, IL, IA, AK, VI, PA, OH, AZ, AL, RI, MN, HI, SD, WV, PR, NY, KY, DE, VT, TN; General Securities Representative; Investment Advisor Representative