Courtney is founder and managing partner of Bluewater Wealth Advisors. She is a seasoned professional who is dedicated to helping clients achieve their financial goals through comprehensive and personalized financial planning. Having spent over a decade honing her skills in client experience and regulatory compliance, she brings a wealth of expertise to her role at Bluewater.  

Prior to joining Bluewater Wealth Advisors, Courtney was the Director of Wealth Management Business Services at Oakworth Capital Bank. She developed and implemented strategies for enhancing client satisfaction while ensuring compliance with regulatory requirements. Prior to that, Courtney was a Wealth Compliance Officer for a bank trust company. With extensive experience in investor relations and compliance within the financial sector, Courtney spent seven years working directly with regulators with the FDIC and the State of Alabama.

Courtney thrives on discovering new opportunities to improve upon the client experience, truly treating each client how she would want to be treated. She also enjoys working with a team of trusted individuals, who support and encourage each other to be the best versions of themselves.

Courtney has lived in the Southeast the majority of her life with a short stint in Washington, D.C. working on Capitol Hill. Courtney and her husband, Alex, have four children that keep them busy. They spend a good bit of time enjoying kid sporting events, traveling and watching Alabama Football (Roll Tide). Courtney is also an active member of her church.

Education

• Bachelor of Arts in Political Science from Birmingham Southern College

• Master of Business Administration from the University of Alabama at Birmingham