Courtney Grusendorf Email

Director Client Services . Evensky and Katz

Current Roles

Employees:
53
Revenue:
$10M
About
Evensky & Katz is a nationally respected wealth management firm with over 25 years experience, understanding and responding to the unique needs of our client base, which ranges from corporate executives to physicians, entrepreneurs and retirees to Nobel Prize winners. Founded by renowned financial planning authority Harold Evensky, our firm adheres to his principles of client-focused, educated financial advice.
Evensky and Katz Address
4000 Ponce de Leon Blvd
Coral Gables, FL
United States
Evensky and Katz Email

Past Companies

Evensky & Katz / Foldes Wealth ManagementDirector of Client Services
Evensky & Katz / Foldes Wealth ManagementClient Service Associate
Pennington, Bass & AssociatesClient Service Associate

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