Courtney McKee - Raymond James | Agility Wealth Management
Courtney McKee grew up with a front-row seat to the world of financial advising. Watching her father build meaningful client relationships, lead investment seminars and foster a sense of family with those he served left a lasting impression. Today, Courtney proudly carries that legacy forward as a second-generation female Financial Advisor and CFP® professional with Agility Wealth Management, a branch of Raymond James serving Casper and clients nationwide for over 30 years.
With a background rooted in leadership, team sports and a lifelong passion for helping others, Courtney knew early on she wanted a career that blended expertise with personal connection. After earning her Finance degree, MBA and CFP® certification, she joined Raymond James more than a decade ago and has been building relationships in Casper over the past four years.
Agility Wealth Management offers something uniquely personal: an experience-based, family-centered approach to wealth management. Working alongside Mark, her husband, and team, Courtney has helped create an environment where clients truly feel like family. Even Courtney and Mark’s goldendoodle dogs are part of the welcoming atmosphere at the office and client events. Their client-first philosophy is backed by a commitment to trust, excellence and a deep sense of family legacy.
Courtney defines success as clients leaving meetings feeling supported, appreciated and genuinely cared for. From hosting appreciation events with over 100 attendees to offering process-driven, high-touch financial planning, Courtney ensures each interaction reflects the values instilled in her from an early age.
Beyond her work, Courtney is deeply invested in the Casper community. As a board member of the Boys & Girls Clubs of Central Wyoming and Co-Chair of their Annual Reverse Raffle and Auction for three years, she is committed to helping shape a bright future for Wyoming’s youth. At Agility Wealth Management, Courtney McKee is redefining what it means to manage wealth with heart, experience and family at the center.
Raymond James | Agility Wealth Management
147 S McKinley St, Casper, WY 82601
