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Courtney Breen
Financial Advisor, Portfolio Advisor
Courtney Breen is a dedicated financial advisor at Merrill Lynch Wealth Management with a strong focus on assisting families and individuals in achieving their financial goals.
Having grown up in San Diego, Courtney obtained a Bachelor's Degree in Business Administration with a specialization in Finance from San Diego State University.
With a disciplined approach, Courtney prioritizes understanding her clients' needs and tailoring strategies to help them reach their objectives.
Courtney's professional background includes roles such as Financial Advisor and experience in the Financial Advisor Development Program and as a Summer Financial Analyst at Merrill Lynch Wealth Management.
Outside of work, Courtney values spending quality time with her family, engaging in outdoor activities, and exploring new destinations through travel.
