Merrill Lynch Financial Advisor Courtney Burton

Merrill Lynch Financial Advisor Courtney Burton, located at 225 Liberty Street, New York, is a finance institution dedicated to helping clients prioritize and pursue their financial goals. With over 20 years of experience advising high net worth clients, Courtney provides personalized advice on asset and liability management, tax minimization, and income preservation. She holds multiple FINRA registrations and is a CERTIFIED FINANCIAL PLANNER™ certificant.

Courtney's focus is on building a personalized financial plan centered on your goals, family, and priorities. By utilizing the Merrill Personal Wealth Analysis™ and Investment Personality Assessment, she tailors strategies to help you achieve what matters most to you. With access to Merrill's investment insights and Bank of America's banking solutions, Courtney works to address your financial needs for the present and the future.

As your Merrill advisor, Courtney takes the time to understand your aspirations, risk tolerance, and goals to create investment strategies that align with your unique circumstances. By regularly reviewing and adjusting your financial approach, she helps you stay on track towards achieving your objectives. With a commitment to personalized service and comprehensive financial solutions, Courtney is dedicated to helping you live your best financial life.