Senior Wealth Analyst - Human Resources, Executive Vice President
Courtney Rhoden, AWMA™
Experience
- FCS Private Wealth Management: Senior Wealth Analyst — 2020 - Present
- UBS Financial Services — 2012 - 2020
- RJ Reynolds — 2010-2012
Education
- University of Missouri-Columbia, Bachelor of Arts—Communications
Accomplishments
- Certified Public Notary—Kansas
Licenses & Certifications
- Series 7 Registrations
- Series 66 Registrations
- College of Financial Planning -- Accredited Wealth Management Advisor™, 2021
About Courtney
After graduating with her Bachelor’s in Communications from the University Missouri – Columbia in 2009, Courtney pursued a career in marketing. She soon discovered that her true passion is helping people achieve their goals. Since 2012 she has held several roles within FCS Private Wealth Management. Courtney’s focus on organization and planning, combined with her passion for analytics and numbers, make her the perfect fit for her current role as a Senior Wealth Analyst. In addition to assisting with analytics, she integrates her marketing background by creating and executing marketing campaigns and curating events for The Chartier Team, and the practice. In 2021 Courtney worked to achieve her AWMA™ designation. In 2022 Courtney was promoted to Human Resources-Vice President at FCS Private Wealth Management.
“My number one priority is creating an unmatched client experience; I strive to enhance the lives of our clients every day.”
*Married with 4 sons
*Vice President of the Timber Creek Elementary PTA
*Main outside interests are reading, travel, volunteering and party planning
*Pi Beta Phi Sorority Alumnus and Alpha Kappa Psi Alumnus
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