Courtney BosiCourtney Bosi, CFP®Associate
About Courtney
Courtney Bosi is an Associate at J.P. Morgan Wealth Management.
As a member of The Gold-Henry Wealth Management Group, she provides implementation and reporting support to high-net-worth individuals and families, as well as corporate executives. Courtney's responsibilities include client reporting, executing trades and preparing financial plans. She works diligently to deliver an excellent customer experience.
Courtney graduated from the University of Massachusetts-Amherst in 2010 with a B.A. in Psychology and Education. She began her career in client relations with Mercedes-Benz in their corporate office. Courtney became interested in finance and made a career change in 2014, when she joined Morgan Stanley as a client associate. She then joined The Gold-Henry Wealth Management Group in 2015 and moved with the team to J.P. Morgan in 2018.
Courtney holds FINRA series 7, 66, and 3 securities licenses. She also holds a CERTIFIED FINANCIAL PLANNER® (CFP®) designation.
Courtney resides in Park Ridge, New Jersey, with her husband, daughter and son. In her free time, she enjoys spending time with her family, traveling and reading.
CFP Board owns the marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.
Insights
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November 5, 2025Navigating paying for health care, including Medicare and Medigap coverage, and long-term care during retirement comes with challenges. That’s why it’s important to understand your options.Read NowHow to prepare to enroll in Medicare
November 3, 2025As you near 65, you may be starting to plan to enroll in Medicare. Here’s a guide along with some tips for navigating the process.Read NowPreserving your wealth
November 3, 2025Wealth preservation or, at the very least, protection against wealth erosion, is critical to the success of a wealth management plan.Read Now3 key motivations for giving this season
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October 31, 2025Cautious central banks, shifting global dynamics and strong earnings reports influence investor sentiment.Read NowFederal Reserve cuts rates at October meeting for second time in 2025. Is there room for one more cut this year?
October 30, 2025At its October meeting, the Federal Reserve cut interest rates by 25 basis points for a second straight time. Is one more cut still expected before year-end?Read NowHow to plan for charitable giving
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October 28, 2025J.P. Morgan’s Long Term Capital Market Assumptions (LTCMAs), now in its 30th year, provides a forward-looking framework to help you navigate these changes.Read Now