Meet Courtney Raymond, Director of RIA Development!
Courtney provides invaluable guidance to financial advisors navigating transitions across the wealth management spectrum. With a career spanning over three decades, her expertise encompasses wirehouse, regional, independent, and RIA models.
Since joining AdvisorLaw at the launch of its RIA division in 2020, Courtney has become a cornerstone of the team, leveraging her consultative approach and extensive knowledge to support advisors through the complexities of transitions, RIA registration, compliance, legal and regulatory defense, and M&A.
As Director of RIA Development, Courtney’s passion for empowering advisors is reflected in her commitment to excellence and her dedication to safeguarding their success.
Thank you for all that you do here at AdvisorLaw, Courtney!
Need compliance help? Interested in transitioning to independence? Contact us today for a complimentary consultation.