Courtney

Bridge

Vice President, Investments

team_icon - white.png
On a Team
Connect with
Courtney
617-314-0331
linkedIn_icon - Transparent.png
facebook_icon - white.png
twitter_icon - white.png
black_icon_white.png
Access My CircleBlack Portal
r70.png
What's My Risk Score?
one_on_one_icon_white.png
Schedule a Meeting
online-services-icon.png
Subscribe/Request
calendar_icon.png
Upcoming Events
About
Courtney

Courtney Bridge is a collaborative partner in building strategic financial portfolios and optimal retirement plans. She works professionally with leaders in the industry to conduct thorough financial analysis through trend forecasting and risk assessment. Courtney is innovative with style and approach in communication and new business development and has a mastery in the “Envision” financial review program intended for individualized and customizable overview. She is a prior Six Sigma Black Belt, Certified Service Trainer, and Behavioral Interviewer.


Courtney is a graduate of the East Carolina University School of Business and Hospitality Management program and attended Tufts University, Institute for Nonprofit Practice, graduate 2018. She is an active member in the local philanthropic community. Courtney holds SIE and Series 63, 66, and 7 licenses, as well as Life and Health Insurance Licenses.

 

Background and qualification information is available at FINRA's BrokerCheck website

 
 

My Media Library

Video Channel
arrow&v

No Videos have been posted yet

Document Library

No Documents have been posted yet.

Image Gallery
1/0

No Images have been posted yet.

Useful Links

No Links have been posted yet.