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Courtney Grace Spagna

SVB Wealth

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About Courtney Grace Spagna

Courtney Grace Spagna is an Investment Advisor Representative at SVB Wealth. Courtney has been working in the financial services industry for over 5 years. Courtney is registered with the state of New York. Courtney has a Series 65 license and has completed the Uniform Investment Adviser Law Examination. Courtney specializes in providing financial planning and investment advice to high-net-worth individuals, corporations, pension plans, charitable organizations, and insurance companies. Courtney's prior experience includes roles at Deutsche Bank and Boston Private Wealth. Courtney is a graduate of the University of Virginia.

Firm Information

Courtney Spagna is currently registered with SVB Wealth. SVB Wealth, based in Boston, MA, provides a range of wealth management services to individuals, businesses, and institutions. They offer financial planning, portfolio management, planned giving, family office services, and educational seminars. The firm has a strong focus on serving high-net-worth individuals and corporations, managing over $6.6 billion in assets for a diverse clientele.
SVB Wealth

53 STATE STREET

BOSTON, MA 02109

$6.63B

Assets Under Management

35

Total Clients

89

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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planned giving, family office, wealth planning

Planned giving, family office, wealth planning

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Courtney Spagna’s Registration & Firm History

NY

11/21/2022 - Present

SVB Wealth (New York NY)

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Licenses & Designations

IA

Issued 11/21/2022

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Courtney Grace Spagna.
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