Courtney Lach

As a Senior Registered Financial Client Associate with the Larrabee Wealth Management team, Courtney is responsible for new client onboarding, money transfers, beneficiary and account profile updates, and various other operational and administrative tasks. She is passionate about each client receiving exceptional and timely service to further their wealth management goals.

Prior to joining Benjamin F. Edwards & Co. in 2024, Courtney gathered more than 10 years of experience working at Morgan Stanley in a similar capacity to her current position. She has her Series 7 and Series 66 licenses.

Courtney grew up in the South Suburbs of Chicago and is a DePaul University graduate. She currently resides in New Lenox with her husband Eddie, their daughter, and three rescue dogs. When she is not working, Courtney enjoys spending time with her family, reading, and traveling.