Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Court brings over 15 years of technical industrial experience with two primary areas of focus: Wealth Management and Corporate Retirement Services. Wealth Management includes individualized financial, estate, investment advisory, and cash management services to a select group of affluent clients. Corporate Retirement Services includes Qualified and Non-Qualified deferred compensation plans, concentrated stock and option plans, business succession planning, and cash management.
Court graduated from the University of Colorado, Boulder where he attained dual degrees in Chemistry and Mathematics. He later joined the US Navy as a Submarine Officer and spent over 10 years in active and reserve service. After his Naval experience, Court has worked in both the Semiconductor Equipment Manufacturing and Medical Device Manufacturing industries.
Court has earned a Chartered Financial Analyst® (CFA®) designation and is a member of the CFA society of Sacramento. He has also earned the title of Wealth Management Advisor (WMA), and the Chartered Retirement Planning CounselorSM (CRPC®), Chartered Retirement Plans SpecialistSM (CRPS®) and Certified 401(k) Professional (C(k)P®) designations. Court lives in El Dorado Hills, California, with active member ofhis wife, Taira, and is an the community.
CFA® and Chartered Financial Analyst® are registered trademarks of the CFA Institute.
Chartered Retirement Planning CounselorSM, CRPC®, Chartered Retirement Plans SpecialistSM and CRPS® are registered service marks of the College for Financial Planning.
C(k)P® are registered trademarks of the Retirement University
University of Colorado-Boulder
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
Your advisor is a click away within our site or mobile apps
You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features
Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
We put you first, every day.
We get to know you and your family, your financial situation and what matters most to you.
Drawing from our experience and the best thinking of Merrill, together we will design an approach that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.