4040 N. Lincoln Ave
Chicago, IL 60618

773.697.9528

Success is best when shared.

Courtney E. Cox

Client Services Representative

Courtney has been involved in the financial services industry since 2015. She worked at Basil Financial Group from 2017 until it joined with Savant in 2023, most recently as director of client service. Courtney’s role evolved at Basil Financial Group during her tenure, and she led the firm’s paraplanning responsibilities, in addition to high touch client service and operations. Prior to joining Basil Financial Group, Courtney worked at BMO Capital Markets and Marquette Associates.

Courtney earned a bachelor of science degree in economics with a minor in business administration from Indiana University. While earning her degree, she participated in the Semester at Sea program, solidifying her passion for travel and getting outside her comfort zone. Highlights on her worldwide adventure included stops in India, South Africa, and Japan.

Courtney lives in the South Loop neighborhood of Chicago. She enjoys playing tennis, walks with her long-haired dachshund, and wine tasting.

Success is best when shared.

Courtney E. Cox

Client Services Representative

Courtney has been involved in the financial services industry since 2015. She worked at Basil Financial Group from 2017 until it joined with Savant in 2023, most recently as director of client service. Courtney’s role evolved at Basil Financial Group during her tenure, and she led the firm’s paraplanning responsibilities, in addition to high touch client service and operations. Prior to joining Basil Financial Group, Courtney worked at BMO Capital Markets and Marquette Associates.

Courtney earned a bachelor of science degree in economics with a minor in business administration from Indiana University. While earning her degree, she participated in the Semester at Sea program, solidifying her passion for travel and getting outside her comfort zone. Highlights on her worldwide adventure included stops in India, South Africa, and Japan.

Courtney lives in the South Loop neighborhood of Chicago. She enjoys playing tennis, walks with her long-haired dachshund, and wine tasting.