Courtney L. Walker
April 22, 2022 By Sage Advisory
Courtney Walker serves as Regional Director for the Southeast, representing Sage’s fixed income and ETF investment management services. Courtney joined Sage from Raymond James, where she spent seven years, originally as an Institutional Accounting Associate with the firm’s wholly-owned asset management company Eagle Asset. Courtney then worked on the retail desk as an Internal Portfolio Specialist before becoming the Senior Retirement Consultant working and traveling on an institutional level for Carillon Tower Advisers, representing all five affiliates and their strategies. In 2019, Courtney joined the Asset Management Services team internally at Raymond James as an Asset Management Consultant, collaborating with advisors on clients’ investments and the advisors’ practices. Courtney attended the University of Central Florida, and she holds her Series 7 and 66 licenses, as well as the Accredited Asset Management Specialist (AAMS®️) and the Accredited Investment Fiduciary (AIF®️) designations. In 2022, Courtney and her London-born husband welcomed a baby girl, which their 8-year-old son was less than enthusiastic about sharing the spotlight with! If she isn’t walking their 125-pound Great Dane, Courtney spends her free time with family and friends exploring new local restaurants or traveling.