Cortney Milner, Aif®

Cortney Milner, Aif® Email and Phone Number

Partner | Institutional Services | Veery Capital @ Veery Capital
Cortney Milner, Aif®'s Location
West Chester, Pennsylvania, United States, United States
Cortney Milner, Aif®'s Contact Details

Cortney Milner, Aif® work email

Cortney Milner, Aif® personal email

n/a

Cortney Milner, Aif® phone numbers

About Cortney Milner, Aif®

Financial Planning for individuals and small to medium size companies- specializing in personal financial planning, asset management, 401k plan management and group benefits.

Cortney Milner, Aif®'s Current Company Details
Veery Capital

Veery Capital

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Partner | Institutional Services | Veery Capital
Cortney Milner, Aif® Work Experience Details
  • Veery Capital
    Partner
    Veery Capital Nov 2021 - Present
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  • Veery Capital
    Director Of Retirement Services
    Veery Capital Oct 2012 - Jan 2020
    Wilmington, De
    Cortney’s current role on her team is multidimensional. She is responsible for helping clients through the planning process, handles client service on our retirement plan business which consists of 60+ plans and 3,000+ participants, and helps to manage all of the day to day operations of the practice (both client and practice related).
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  • Legacy Planning Partners
    401(K) & Financial Planning Specialist
    Legacy Planning Partners Aug 2007 - Oct 2012
    West Chester, Pa
    View

Cortney Milner, Aif® Skills

Financial Services Retirement Series 63 Investments Asset Managment 401k Budgets Asset Allocation Strategic Financial Planning Retirement Planning Financial Advisory Wealth Management Securities Estate Planning Customer Service Series 7 Employee Benefits

Cortney Milner, Aif® Education Details

Frequently Asked Questions about Cortney Milner, Aif®

What company does Cortney Milner, Aif® work for?

Cortney Milner, Aif® works for Veery Capital

What is Cortney Milner, Aif®'s role at the current company?

Cortney Milner, Aif®'s current role is Partner | Institutional Services | Veery Capital.

What is Cortney Milner, Aif®'s email address?

Cortney Milner, Aif®'s email address is cm****@****ine.com

What is Cortney Milner, Aif®'s direct phone number?

Cortney Milner, Aif®'s direct phone number is +148467*****

What schools did Cortney Milner, Aif® attend?

Cortney Milner, Aif® attended West Chester University Of Pennsylvania.

What skills is Cortney Milner, Aif® known for?

Cortney Milner, Aif® has skills like Financial Services, Retirement, Series 63, Investments, Asset Managment, 401k, Budgets, Asset Allocation, Strategic Financial Planning, Retirement Planning, Financial Advisory, Wealth Management.

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