Professional Designations

Wealth Advisor

Tammy Courtney, CFP®

As a wealth advisor, Tammy Courtney spends every day helping her clients safeguard their financial futures by providing investment advice based on sound academic research. Her evidence-based approach involves reviewing all parts of a client’s financial life, including investments, retirement planning, education savings, estate planning, charitable giving and tax strategies. This high level of individualized service allows her to construct wealth management plans tailored to each client’s needs based upon her in-depth understanding of their situation. Her clients can then make decisions about their financial lives in a disciplined and rational way that isn’t subject to the whims of Wall Street.

Tammy first joined Buckingham Strategic Wealth in 2002 as a client relationship specialist and then a portfolio advisor. Prior to rejoining Buckingham in 2010, she was a financial advisor at Morgan Keegan.

Tammy holds a bachelor’s degree from Southern Illinois University in Carbondale. She earned her CERTIFIED FINANCIAL PLANNERTM designation in 2007.

 

Contact Tammy

Let's look at the big picture, together.