Courtney Kershaw

Courtney Kershaw, WMS®, CFP®

Registered Client Service Associate

Courtney joined Raymond James in 2011 as senior administrative team leader. Her meticulous attention to detail, client service skills and multitasking abilities are crucial components of our team. She helps ensure all client requests are handled promptly and is instrumental in delivering the highest level of personalized service with each client interaction, request and transaction.

She began her financial services career in 2007 with Citi Smith Barney and, in 2010, joined the Detanna team at Morgan Stanley Smith Barney. She holds Series 7, 66, 9 and 10 securities licenses as well as an insurance license and earned a bachelor’s degree from Pepperdine University.

Additionally, Courtney is a Certified Financial Planner™ professional and holds the Wealth Management Specialist designation. She works closely with our firm, our strategic alliances and estate attorneys on financial planning matters and trust reviews to work toward the team's objective of preparing heirs and estates to help preserve the wealth for future generations.


Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.