Courtney is dedicated to helping his clients achieve their investment and financial planning objectives. The individualized attention he offers is based on the personal relationships he fosters with his clients.
His expertise in the fixed income markets has been established for more than 29 years as he strives to satisfy his clients’ needs for income derived from the tax-free and taxable fixed income investments he recommends.
In addition to being a fixed income specialist, Courtney offers comprehensive financial planning services to help with all aspects of his clients’ financial needs. He helps clients structure their holdings in order to generate income designed to last throughout their lives and maximize the assets left to their children and grandchildren.
A Massachusetts native who earned his bachelor’s degree from Northeastern University, Courtney is active in a number of local charities. In particular: The Jewish Federation of the Palm Beaches, Mandel JCC Palm Beach Gardens, Smile Train, and Place of Hope.
Courtney also supports All Saints & St. Claire’s Catholic Churches.
He lives in Jupiter, Florida, with his wife, Silvia, and their children, Cydney, Kirsten and Addison.