Financial Advisor Magazine
Young Advisors To Watch
MAY 1, 2017
Courtnie Nein was in her last year of college, and was ready for one more year of field hockey at Syracuse University. Instead, she ended the 2007 season with torn cartilage in both hips. Sidelined during her last year, watching friends ride off to play Big East games, Nein stayed at home, suddenly undistracted by sports and friends, and studied for her securities and insurance licenses.
Just out of college, she joined Waddell & Reed, and learned comprehensive planning and helped build plans. “The product and the sale came second,” she said of her experience there. She also learned there that a lot of people “are scared to make the big [planning decisions] because they could go very well or very bad.”
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