Courtney Rapa

Registered Senior Wealth Associate

925.488.4005

Courtney has more than a decade of experience in the wealth management industry. As a Registered Senior Wealth Associate for Quorum Private Wealth, she plays a key role in the operational, administrative and sales support for our team by working directly with our clients to address their various inquiries and operational needs. Courtney is conscientious, professional and quick to respond to all client service requests. She strives to make every client contact a positive experience.

Prior Work Experience

Recognition

Accreditations

Education

Personal

Prior Work Experience

Merrill Lynch Wealth Management:
Registered Senior Wealth Management Client Associate

Recognition

Merrill Lynch Wealth Management: Top 100 Client Associate

Accreditations

National Notary Association: Notary

Education

California State University, Chico: BA, Communications

Personal

Courtney resides in Brentwood with her fiancé, Steven, and twin children. In her spare time , she enjoys working out, traveling and wine tasting with family and friends.

For assistance, please contact Quorum directly at 925-488-0000