Courtney Scott, JDSenior Client Advisor
Courtney Scott is a Senior Client Advisor at the firm. She is a part of Ballentine’s experienced team of senior advisors helping clients navigate the complexities of managing their wealth and achieve their financial goals in the most impactful and tax-efficient way.
Prior to joining Ballentine in 2021, Courtney worked as a trusts & estates Attorney and then as a Trust Advisor at Choate, Hall & Stewart LLP. At Choate, Courtney managed relationships with high net worth families and their advisors while designing and implementing estate planning, tax reduction and wealth-transfer techniques. Courtney has experience running private foundations and advising clients on charitable giving strategies. She is also skilled at collaborating with investment professionals in establishing clients’ investment programs, including setting asset allocation, managing cash, and minimizing capital gains.
Courtney graduated Magna Cum Laude from Boston College Law School with her Juris Doctor after earning Bachelor of Science degrees in Marketing and Psychology, also from Boston College.
Courtney is a Massachusetts native, currently residing in Boston’s South End. In her free time, she loves to travel and often spends weeks planning trips – ask her for travel & restaurant recommendations! Courtney is also an avid podcast listener, sometimes listening to 30+ podcasts in a week.