Courtney Fraser (CFP®)

Courtney Fraser focuses in the
following client markets or areas of practice:

  • Charitable Giving
  • College/Education Planning
  • Estate & Generational Planning Issues
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules

Planning Specialties

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.

NAPFA Start Date

April 30, 2018

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This Office

1000 Ednam Ctr Ste 200 Charlottesville, VA 22903-4615 Phone: (434) 244-0000 Fax: (866) 225-4205