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Courtnie D

CFP®, Series 66

Starke, FL

Edward Jones

Courtnie Douglas is a CFP® professional at Edward Jones with 13 years of industry experience, all of which have been with the firm since 2013. She holds a Series 66 license and operates out of Starke, FL. Outside of her advisory role, she manages a personal Airbnb in Steinhatchee, FL. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including a wide range of households and corporate accounts. The firm manages approximately $1.01 trillion in assets and is known for its extensive advisor network, broad service offerings, and affiliated investment capabilities.

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy College savings (529s, UTMA, etc.) Retirement withdrawal strategies Wealth management Founder/Business Owner
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