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Courtney Taylor

Courtney Taylor

Client Services

Courtney joined the Potomac Wealth Advisors, LLC Client Services team in April of 2016. She brings her talents to us from Tampa, Florida where she worked in the financial industry and pursued her degree in finance at the University of Tampa.

Courtney has operations experience in the legal, insurance, and financial industry environments. She excels in providing innovative solutions and enhancing the client experience. She also helps us with our new client development.

When Courtney is not studying finance she enjoys spending time with her family and running with her whippet, Sailor. She is also a passionate gardener, and volunteers at local permaculture gardens. When you meet Courtney be sure to ask her to explain what Permaculture is.

We hope you have the chance to meet Courtney soon and we are excited she has joined our team.