Courtney Wimpey
Alpharetta,GA
Summary
Wealth planner with 4.5 years of experience in comprehensive financial planning for high-net-worth clients. Expertise in portfolio analysis, retirement planning, and client service, with a strong emphasis on relationship management. Proven track record of delivering actionable financial guidance and fostering long-term client trust through meticulous service.
Overview
6
6
years of professional experience
Work History
Financial Planner
Clarivise Private Wealth
Alpharetta, GA
08.2023 - Current
- Deliver comprehensive financial planning, including investment analysis, portfolio construction, and retirement, tax, and risk management strategies.
- Developed comprehensive financial plans tailored to client needs and goals.
- Built and maintained client relationships, clearly communicated complex financial concepts for actionable insights.
- Conducted one-on-one client service reviews to evaluate goals, performance, and planning needs, enhancing client understanding.
- Execute monthly investment changes and quarterly rebalances for a practice managing approximately $1B in assets.
- Conducted alternative investment research and executed trades across multiple platforms.
- Develop and implement advanced tax strategies for high-net-worth clients, including donor-advised funds, insurance planning, pension coordination, and collaboration with tax professionals.
- Extensive knowledge of insurance products, including annuities (variable and fixed), permanent life insurance, and term life.
- Coordinated with team members to enhance client service and satisfaction efforts.
- Ensured compliance with state and federal regulations, statutes, and company policies, mitigating risk and fostering trust.
Operation Specialist
Clarivise Private Wealth
Alpharetta, GA
08.2021 - 01.2023
- Formally known as oXYGen Financial
- Managed onboarding of new clients, coordinating sensitive information and facilitating asset transfers to ensure seamless integration into digital platforms.
- Supported senior advisors by executing follow-up tasks and enhancing client relationships.
- Utilized financial planning and CRM tools including eMoney, Redtail CRM, Nitrogen, Albridge, and Holistiplan to streamline client management.
Accounting intern
Lowe Engineers
Sandy Springs, GA
06.2020 - 07.2021
- Executed invoice entry, billing reporting, and account maintenance in Deltek/VantagePoint to streamline financial processes.
- Produced routine and ad-hoc accounting and HR reports, enhancing insights into financial operations.
- Prepared monthly average collection days reports to enhance AR performance tracking.
- Partnered with cross-functional teams to resolve billing discrepancies, ensuring timely payment processing.
- Maintained fixed asset records while coordinating with managers on purchases and disposals.
- Performed high-volume data entry for accounts payable and receivable using established procedures.
Education
BBA - Kennesaw, GA
Kennesaw State University – Michael J. Coles College of Business
Kennesaw, GA07-2021
Skills
- Comprehensive financial planning
- Client financial analysis
- Portfolio rebalancing
- Financial modeling
- Cash flow management
- Risk assessment
- Financial software proficiency
- Advanced Microsoft Excel
- Problem solving
- Relationship building
- Communication skills
Timeline
Financial Planner
Clarivise Private Wealth
08.2023 - Current
Operation Specialist
Clarivise Private Wealth
08.2021 - 01.2023
Accounting intern
Lowe Engineers
06.2020 - 07.2021
BBA - Kennesaw, GA
Kennesaw State University – Michael J. Coles College of Business