Vice President, Investments
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
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