Courtney Witz

Vice President, Wealth Management Consultant

Courtney has over 17 years of industry experience in the wealth management industry spanning various roles including West Coast Sales Director, Trust Advisor, and now Wealth Management Consultant. Prior to joining Members Trust Company, Courtney was the West Coast Vice President and Trust Advisor at City National Bank, N.A. where she supported the private banking division in collaborating with financial advisors, their clients, and trust consultants to provide education, guidance, and onboarding services for all trust and estate matters.

Courtney has extensive experience providing various financial solutions to intermediaries based upon client needs. She is skilled at providing in-depth knowledge of product offerings in digestible and repeatable ways. She has a knack at making complex matters simple to understand.

She has also leveraged her previous experiences and knowledge around ERISA law due to early career case work to provide relevant and necessary information for fiduciaries to utilize in their practices. She is passionate about Trust and Estate planning and execution to ensure clients protect their assets, minimize taxes, and ensure their intent is followed. She has her BA in Political Science from Clemson University. She previously held her S7 and S66 and holds certificates in Cannon Trust Designation Level 1 & 2.