Courtney Dunnells

Associate Wealth Advisor

Boston, MA
FOCUS AREAS

Tax Planning
Investment Strategies
Multi-Generational Planning

CLIENT SPECIALTY

Executives
Professionals
Retirees

Courtney, an Associate Wealth Advisor at The Colony Group, supports a team of wealth advisors as they serve clients, including financial planning, investment management, tax planning and estate planning for high-net-worth individuals and their families. She is driven by her personal goal to help clients meet their financial goals and achieve the lifestyle that they envision for themselves.

Courtney enjoys connecting all aspects of our clients’ financial lives so that all the pieces fit cohesively and work seamlessly towards their ultimate goals. She prides herself for staying organized and being a great listener.

Prior to joining The Colony Group, she worked as an associate financial advisor for Merrill Lynch. She earned a Bachelor of Science in Business Administration in Finance from Bryant University.

Outside of the office, Courtney enjoys playing golf, snowmobiling, hiking, cooking, and traveling. As a fun fact she grew up the small town of Sunapee, NH, which is also the birthplace of the band Aerosmith.