Courtney C. Summa
Financial Planning and Reporting Associate
Courtney’s analytical mind and dedication to customer service have led her to excel in financial services. Beginning with Centerpoint Advisors in 2014, she quickly learned that there is a strong need for structured reporting and formatting for the complex concepts surrounding financial planning and portfolio management.
Courtney, wanting to provide a greater understanding of these concepts to Centerpoint clients, she has taken the lead on several report enhancing projects and programs. As the head of reporting, she provides clients with the streamlined and transparent look that reflects our appreciation of their loyalty and support. Courtney is an Investment Advisor Representative through Centerpoint Advisors (FINRA Series 65 license)
Courtney holds a B.S. in International Business and Marketing from Roger Williams University, as well as a B.S. in Business Administration from the ICN Business School in Nancy, France, where she studied abroad for nine months. The level of education paired with the incredible cultural experience in France was unforgettable. The financial industry appeals to her because of its presence and impact globally. Obtaining dual degrees was difficult but interesting, and Courtney graduated magna cum laude as a member of the Beta Gamma Sigma honors society.
Working at Centerpoint
Courtney’s daily tasks support her goal to ensure a smooth and pleasant client experience, creating efficient resolutions to client requests and inquiries. Key activities include the preparation and customization of client presentations, as well as maintaining the databases used for aggregated reporting and financial planning. Clients can also rely on Courtney for the collection of client tax documents, as well as coordination with and distribution to their tax professionals. She also assists with investment analysis, retirement research, and our QuickStart planning programs.
Outside the Office
Whether the quality time is spent hiking, traveling, or simply relaxing, there is nothing Courtney enjoys more than spending time with her family. With a husband who loves to cook and a new baby boy who loves to try new foods, Courtney can often be found in the kitchen assisting her husband with a new recipe for them to try and share with family and friends. Homemade pastas has been a new recent favorite of theirs to experiment with and add their own twists. In the evening after work, if Courtney isn’t found reading to her son, she is often reading herself with a cup of tea to wrap up her day.
That seems so out of reach
And you know it might never come your way
Dream it anyway”