Courtney Jabaut, CFP ®
Executive Vice President at ALKEME Insurance
📍 St Albans, Vermont, United States
Courtney Jabaut is an Executive Vice President at North Point Insurance Agency, an ALKEME Agency Partner. As a CERTIFIED FINANCIAL PLANNER™, she leverages her background from Morgan Stanley to help families and business owners achieve their financial goals. She studied Family Financial Management at The Ohio State University.
Outside of work, Courtney enjoys spending time with her family and friends. She leads a balanced life by staying active and has a passion for traveling to new destinations.
Unique fact: She holds the prestigious CERTIFIED FINANCIAL PLANNER™ (CFP®) designation, a top credential in the financial planning industry.
Read the full overview →Experience
21 Years
Current Role
Executive Vice President
Job Level
Leadership
Location
St Albans, Vermont, United States
Personality Overview
Personality insights not availableWe need more social data to generate the DISC analysis and selling playbook. The professional details below are still available.
Priorities
Topics Courtney cares about
Holistic Financial Planning
As a CERTIFIED FINANCIAL PLANNER™, she specializes in creating comprehensive financial strategies for both families and business owners.
Insurance Solutions
Her executive role at North Point Insurance Agency highlights her expertise in providing strategic insurance and risk management advice.
Career
Work history
8-2024
Executive Vice President
ALKEME Insurance
9-2022 - 2-2026
Chief Financial Officer
North Point Insurance Agency, Inc.
11-2017 - 9-2022
Financial Advisor
Morgan Stanley
1-2014 - 11-2017
Agency Vice President & Financial Associate
The Jared Jabaut Agency, Inc
10-2012 - 1-2014
Territory Sales Director
Nationwide Financial
In the press
Media appearances
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Education
1998 - 2003
Family Financial Management
The Ohio State University, Columbus, OH
1994 - 1998
Education details unavailable
Marion L Steele High School, Amherst OH
Social presence
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