Sign In
Get Clay Free →

Suggestions

    Courtney Breen

    Financial Advisor, Portfolio Advisor

    Courtney Breen is a financial advisor at Merrill Lynch Wealth Management who focuses on helping individuals and families achieve financial independence.1 She joined Merrill Lynch Wealth Management in 2017 as an intern and started full-time in 2018.1 Her approach involves building long-term relationships based on trust and a deep understanding of her clients’ goals and values.1

    Key aspects of Courtney Breen's role::

    • Financial Strategies She crafts financial strategies aligned with each client’s goals, such as retirement planning, funding education, and tax minimization.1
    • Disciplined Process She follows a structured process that begins with understanding her client’s needs to ensure every strategy aligns with their specific goals.1
    • Collaborative Approach Courtney collaborates with clients’ attorneys and accountants and provides access to banking specialists and lending officers to deliver comprehensive wealth management solutions.1
    • Client Education She educates her clients about financial principles and investment strategies to empower them to make informed decisions.1
    • Senior Portfolio Advisor Courtney has earned the title of Senior Portfolio Advisor at Merrill Lynch and can help clients pursue their objectives by managing custom investment strategies on a discretionary basis.1 She can select from Merrill model portfolios, third-party investment strategies, ETFs, and mutual funds.1
    • Licenses and Registrations Courtney holds the California Life, Accident & Health license and the Series 7 & 66 FINRA registrations.1
    • Education She graduated from San Diego State University with a degree in Business Administration with an emphasis in Finance.1
    • Personal Courtney was born and raised in San Diego and resides in Carlsbad with her boyfriend, Chris. Her interests include Pilates, exploring new restaurants in San Diego, and traveling.1

    Highlights

    Jul 18 · advisor.ml.com
    Cruse Wealth Management Group - Merrill Advisor Match
    Cruse Wealth Management Group - Merrill Advisor Match

    Related Questions

    What are some specific financial strategies Courtney Breen recommends for retirement planning?
    How does Courtney Breen's approach to wealth management differ from other financial advisors?
    What types of investment strategies does Courtney Breen specialize in?
    Can you provide examples of how Courtney Breen has helped clients achieve their financial goals?
    What is Courtney Breen's educational background and how has it influenced her career?
    Courtney Breen
    Courtney Breen, photo 1
    Courtney Breen, photo 2
    Add to my network

    Location

    San Diego County, California, United States