Cortney Milner
Partner | Retirement Plan Services | Veery Capital
- Role
- Partner at Veery Capital
- Location
- West Chester, PA, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
About Cortney Milner
Financial Planning for individuals and small to medium size companies- specializing in…
Experience
Partner
Nov 2021 — Present
Education
West Chester University of Pennsylvania
Bachelor of Science (BS), Finance
2004 — 2008
Skills
- Financial Services
- Retirement
- Series 63
- Investments
- Asset Managment
- 401k
- Budgets
- Asset Allocation
- Strategic Financial Planning
- Retirement Planning
- Financial Advisory
- Wealth Management
- Securities
- Estate Planning
- Customer Service
- Series 7
- Employee Benefits
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