Courtney Galvan

Paraplanner

Courtney Galvan is a Paraplanner at BCWM, working with both the Portfolio Management and Wealth Advisor teams.

In assistance to the Portfolio Management team, she starts her day before the market opens, performing a vital function in reconciling custodial transactions and positions within our portfolio management system. She also helps with account maintenance, operational tasks, and report generation.

As a Paraplanner, Courtney plays a pivotal role supporting the Wealth Advisor team in the preparation for wealth management reviews. She assembles material for client meetings, which includes liaising with clients to access up-to-date financial information and working closely with the firm’s Wealth Advisors and Client Service Representatives.

Courtney is also a member of BCWM’s Marketing Team. Here, she applies her creativity to the designing of branded content and maintaining the firm’s website and social platforms.

Courtney earned a B.S. in Marketing at Northwest Missouri State University, and before joining BCWM she worked as Marketing Coordinator at True Fitness in St. Louis.