Courtney Fraser

Wealth Manager, CFP®

Courtney Fraser is a Wealth Manager and Investment Committee member at Marotta Wealth Management. She specializes in retirement accounts, required minimum distributions, and Roth conversions.

She is also a portfolio manager who rebalances portfolios as well as trades in response to client cash flow needs.

Courtney graduated from Virginia Tech and holds a B.S. in Applied Economic Management with a concentration in Financial Planning. She first came to the firm as an intern in 2015 and joined the firm full-time in 2016. During her time at Virginia Tech, Courtney was an active member in the Virginia Tech collegiate chapter of the Financial Planning Association and was a recipient of the FSP Excellence in Financial Education Award.

Courtney currently lives in Charlottesville and in her spare times she enjoys reading; horseback riding; walking her dog, Emma; and spending time with her friends and family. For more information about Courtney, you may enjoy reading the 2018 article “All About Courtney Fraser, CFP®.”


Credentials

CERTIFIED FINANCIAL PLANNER™

The CFP® certification is the recognized standard of excellence for competent and ethical personal financial planning.

For more information about this designation, see the CFP Board website.


Specialties


Latest Articles

#TBT Three Strategies to Avoid Private Mortgage Insurance
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Avoiding PMI, if possible, is better for your long-term finances. Here are three strategies to avoid PMI.

How to Set Beneficiaries on Your HSA with HSA Bank
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When an HSA is left to a non-spouse, the account stops being an HSA.

How to Invest an HSA with HSA Bank
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We recommend keeping all but the funds needed to pay the annual deductible for your health insurance plan invested in your HSA investment account.

See More by Courtney

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