Courtney C. Summa, Client Reporting and Financial Planning 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 portfolio management. 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 portfolio reviews and financial planning presentations, as well as maintaining the databases used for aggregated reporting. Clients can also rely on Courtney for the collection of client tax documents, as well as coordination with and distribution to their tax professionals. Courtney assists with investment analysis, retirement research, and our QuickStart planning programs.
Outside the office
Aside from traveling abroad, Courtney also likes to explore new places in the U.S with her husband, Anthony. One of her passions is to experience local festivals and concerts, especially to see her favorite country music artists. After the office closes, you can find her listening to Kenny Chesney and dancing in her chair as she wraps up a few remaining projects for the day. After work Courtney can often be found in the kitchen baking her famous chocolate pistachio cake with her dogs Paisley and Pickler at her feet, knowing they will be the beneficiary of a few crumbs.