Back to People

Courtney Davies
Your Business Development Partner
Courtney Davies
Courtney Davies
Courtney Davies
Courtney Davies
Courtney Davies
Courtney Davies
Mobile
203.559.9917

What are 3 words people use to describe you?

Authentic, Tenacious, and Resilient

What are you most grateful for? 

My whole family, their health, and the opportunities we’ve all been given

What is the best advice you have ever been given?

 A happy life is about enjoying the journey, not the destination

What gets you excited about life? 

So much, but mostly that we all have the freedom to create our own destiny and the sky is the limit.  

How do you define success? 

Success to me is learning how to handle the curveballs and challenges life throws your way and growing from those experiences.  Everything we go through in life is an opportunity to learn, grow and be the best versions of ourselves.

What is your proudest achievement? 

Having babies and creating amazing memories with my family.

What life lesson did you learn the hard way? 

To fail quickly, pick yourself up and move on.

Courtney Davies is a Business Development Partner with The Blueprint. Courtney is focused on partnering and developing trusted relationships with Registered Investment Advisory (RIAs) firms and comprehensive financial advisors.  By understanding their business and their clients’ needs for risk management and retirement solutions, she acts as a trusted risk management specialist. 

Courtney has over twenty years of experience in the financial services industry. She has had roles that include marketing, business development, sales, and client relations. Her vast experience has helped her develop her consultative approach to working with financial advisors and helping them incorporate the risk management conversation into their practice.

Courtney lives in Charleston, SC with her husband Bryce and two children. Courtney enjoys traveling, spending time on the water whether it’s swimming, beaching, or boating.  She loves staying active by running with her dog, playing tennis, doing yoga, and riding bikes with her kids.