Your Team:
Cortney Callanan

Cortney Callanan

Client Relationship Associate

Cortney Callanan

TITLE: Client Relationship Associate
AREAS OF FOCUS: Client Relationships, Paraplanning & Analysis, Coordination, Service
EXPERIENCE: 2 Years
Cortney, the most recent addition to the Great Scott team, is a New Jersey native and started her career in financial services in 2022 at a small RIA firm. She graduated from Douglass College in 2006 with a bachelor’s degree in Sociology and currently holds an MBA from Strayer University. She joined Great Scott Financial in March 2025 as a Client Relationship Associate and has experience in tax administrative duties, financial planning, and wealth management services.

When not in the office, you can find Cortney cooking a meal from scratch, baking, running, or working out.

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Form CRS: Client Relationship Summary

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