Broker Check
Cort Bennett, CFP®, CPWA®, CSRIC

Cort Bennett, CFP®, CPWA®, CSRIC

Financial Advisor

Early in his career, during a Leadership Winston-Salem course, Cort was introduced to the concept of the servant-leader and what it means. He realized that serving first has always been part of his nature.

The client relationship is very important to Cort. We all have our own story and view of money. Cort enjoys learning about our clients, their interests and wishes and then helping them fulfill their and their family’s goals. His listening skills and genuine interest in understanding them, enable him to help bring to life their financial goals and legacy desires. His approach to each relationship is the same as with his own family—thoughtful, detailed, and consistent.

With an undergrad degree in psychology from Wake Forest, Cort discovered his passion for helping others during the first few years of his career with Wachovia Bank’s Wealth Management Group.

Cort returned to Wake Forest where he earned his Master of Business Administration, and then joined RSM McGladrey as Director of Investment Services, overseeing the wealth management group’s $3.5 billion investment platform.

After starting their family, Cort and his wife Lindsey moved to Greensboro to be closer to family. Cort worked with a regional trust company as a Portfolio Manager, providing investment advice to families with unique trust and estate planning situations. Yearning to be back in her hometown of Chapel Hill, Lindsey and Cort began their final move. Cort joined The Jester Group at Morgan Stanley in December 2015. Cort completed the Certified Financial Planner Professional Education Program in 2016, and holds the distinguished professional designation of CERTIFIED FINANCIAL PLANNER™ Practitioner.

Having grown up in North Carolina, Cort and Lindsey are grateful to be able to raise their daughter Janie close to their families. They’ve been known to refer to their rescue dog Paisley as their first child. Much of the family’s free time is spent together and usually outside, hiking the North Carolina mountains, where Cort enjoys fly fishing whenever he can.