Portrait of Courtney Wood

Courtney Wood

Biography

Courtney has been in the financial services industry since 2014. As a CERTIFIED FINANCIAL PLANNER™, Courtney works with individuals and families to create goal-driven and tax efficient wealth planning strategies. She uses her skills to simplify clients’ financial lives and enjoys helping clients maximize their wealth. Courtney also has a focus in company retirement plans and uses her knowledge to help educate plan sponsors on their fiduciary liabilities. Prior to joining MAG CAP, Courtney worked for Merrill Lynch and Northwestern Mutual.

Courtney is from Waco, TX and graduated from Baylor University. She and her husband, Jack, live in Madison with their two children – Cooper and Vivian.

Education

  • Baylor University, Bachelor’s in Finance

Designations

  • CERTIFIED FINANCIAL PLANNER™, CFP®
  • Certified Plan Fiduciary Advisor, CPFA®

Affiliations

  • Mississippi Children’s Museum
  • Mississippi Museum of Natural Science

Honors & Awards

  • Forbes Best in State Wealth Management Team, 2024 and 2023
  • MS Business Journal Top 40 Under 40
  • MS Business Journal Top Leading Business Women
  • Leadership Madison County, 2018
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