About Courtney

Courtney Shultz is a Client Associate at J.P. Morgan Wealth Management, and joined the Nolan Group in 2017. Her follow-through and commitment to solving problems makes her an integral part of the team.

Courtney manages and supports the group's operations and provides clients with personalized attention for their day-to-day needs. Additionally, she manages the client experience, including on-boarding, reporting, money transfers, and other administrative tasks. The group's clients rely on her diligence in fulfilling their requests in a timely manner.

Courtney grew up in Connecticut and graduated from Marist College with a B.S. in Finance with a minor in Accounting. In her spare time, she enjoys traveling, reading, and spending time with friends. Courtney currently lives in New York City. Courtney holds her Series 7 and 63 licenses.

Insights

Investing

U.S. Mid-Year Outlook 2022: Can the Fed rein in inflation without causing a recession?

June 23, 2022We think so. But acknowledging risks and making a few portfolio tune-ups may help you manage whatever comes.Read Now
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Can today’s market volatility be turned into tax benefits?

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(212) 272-2937courtney.shultz@jpmorgan.com