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Plymouth Meeting

Courtney Long

Retirement Plan Services Coordinator

As a member of the Retirement Plan Services team, I provide administrative support to the team leader as well as client relationship manager and service team. My activities include onboard new clients, schedule plan and investment review meetings, generate reports and statements for plan and investment review meetings and maintain client correspondence and documentation.

I have a Bachelor of Arts degree in Journalism from Penn State University and am a Notary Public in Pennsylvania.

Before joining Legacy Planning, I worked in client relationship management and development for non-profit organizations, higher education institutions and at Vanguard Charitable with high-net-worth clients. Recently, I worked as an executive assistant to the President and Leadership Team at a family owned nationwide environmental services company.

My husband, son and I live in Delaware County with our two rescue dogs. We are passionate Philly sports fans and enjoy traveling.

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