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Gerber Financial Advisors

COURTNEY E. FOLEY

Client Service Associate

Prepared to tackle each project with a ‘ready for anything’ attitude, PROBLEM SOLVING IS WHAT COURTNEY DOES BEST.

Courtney’s adaptive nature allows her to tackle each project with a calm and collected manner. A primary point of contact for clients, Courtney is first in line to ensure customer satisfaction or resolve any conflicts that may arise.

As one of the friendly voices you hear as our first-in-line response for phone calls, Courtney’s goal is to ensure our clients are informed through transactions and our team is updated with all client account information. From collecting annual information requests for business, tax and financial documents to assisting client’s team members with retirement plan inquiries and transactions, these hefty tasks are only a portion of Courtney’s role. Courtney works closely with our advisory team to ensure internal operations are running as smoothly as possible.

Courtney holds a Bachelor’s of Art in Sociology from the Ohio State University and nearly a decade’s worth of customer service experience in the financial industry. Making her the perfect addition to our client services team. Her extensive customer service experience enables her to effectively communicate with vendors, clients and coworkers alike.

Outside of the office Courtney enjoys spending time with her family of four. Being one of nine children, family is very important to her. Which is why she’s squeezing in spending time with her two sons as often as possible. When she finds some “me time” Courtney enjoys the outdoors, crossing the next fiction novel off of her list, or volunteering at her church, The American Red Cross and Columbus Blue Jackets Foundation.


Courtney Foley is a branch associate with Raymond James Financial Services.


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