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Courtney Davis, Financial Advisor serving the Vienna, VA area - Ameriprise Advisors

Courtney Davis

Financial Advisor

Generations Wealth Management
23
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Client Satisfaction 5.0 / 5 rating based on 21 reviews
See disclosures

Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Plan Distribution
  • Investments
  • Retirement Planning Strategies
  • Insurance
  • Cash Flow Management Strategies
  • Wealth Preservation Strategies
  • Charitable Giving

Education

  • Bryant University, Bachelor of Science - Business Administration/Financial Svcs

Community participation

I have run several marathons while raising money for charities including the MS Society, YMCA of the Greater Boston Area, and the Human Rights Campaign.

Interests

When I’m not helping clients navigate their financial futures, you’ll find me enjoying the great outdoors—whether it's going for a run, taking a walk, or soaking up the sun at the beach. I also enjoy quality time spent with family and friends, traveling to new places, and listening to live music.