Stearns Financial

Courtney Allen Kidwell, CFP®

Wealth Management Advisor

Greensboro, NC | 336-230-1811

Overview

Courtney is an advisor in our Greensboro office where she enjoys serving clients who include (but are not limited to) business owners and women in transition. Courtney came to SFG in 2015, after a break to start a family, and she has enjoyed gradually growing her business. Her experience prior to her break included 10 years advising clients in the investment, banking and insurance industries. She also has a very active volunteer life in the community with leadership roles in the Junior League (president, treasurer, fundraising chair), other leadership training (graduate of Leadership Greensboro, Moore County Leadership Institute) and various roles in her church. Courtney enjoys helping clients make educated decisions about their financial outlook, based upon their current situation to achieve the work/life balance that they desire.

Education

BA – Economics, University of North Carolina - Chapel Hill

Credentials & Professional Associations

CFP®

CEPA (Certified Exit Planning Advisor)

Prior Registrations with the NASD (predecessor to FINRA) and NC Life and Insurance

About Me

I live in Greensboro with my twin sons and three Yorkie mixes. I enjoy a nice long run, teaching fitness classes, tennis, traveling and cheering for my Tarheels!!

Chapel Hill Office

1414 Raleigh Road,
Suite 110
Chapel Hill, NC 27517
(919) 636-3634

Greensboro Office

324 W. Wendover Avenue,
Suite 204
Greensboro, NC 27408
(336) 230-1811

Contact Information

stearnsfinancial@stearnsfinancial.com
toll free: (800) 881-7374

Stearns Financial Group (SFG) is registered with Hightower Advisors, LLC, a registered investment advisor with the SEC. Advisory services are offered through Hightower Advisors, LLC. This is not an offer to buy or sell securities. No investment process is free of risk, and there is no guarantee that the investment process or the investment opportunities referenced herein will be profitable. Past performance is not indicative of current or future performance and is not a guarantee. The investment opportunities referenced herein may not be suitable for all investors. All data and information reference herein are from sources believed to be reliable. Any opinions, news, research, analyses, prices, or other information contained in this research is provided as general market commentary, it does not constitute investment advice. SFG and Hightower shall not in any way be liable for claims, and make no expressed or implied representations or warranties as to the accuracy or completeness of the data and other information, or for statements or errors contained in or omissions from the obtained data and information referenced herein. The data and information are provided as of the date referenced. Such data and information are subject to change without notice. This is for informational purposes only; the opinions expressed are solely those of SFG and do not represent those of Hightower Advisors, LLC, or any of its affiliates.