176 Westbrook Road, Essex, CT, 06426
Get directionsNo disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Courtney works as a Client Relationship Manager at Essex Financial, supporting advisors and servicing client accounts, including insurance business, dedicating about a quarter of her time. She is also a Registered Representative with The Leader's Group, a broker-dealer, spending about 10-20% of her time on this.