Courtney Searles

SVP Private Banking Regional Manager

Certified Wealth Strategist®

NMLS: 1043002

Tel: (608) 250-7224
Fax: (608) 250-7220

10 E. Doty Street, Suite 100
Madison, WI 53703

REQUEST APPOINTMENT

Passionate about helping clients get their financial lives "in order" and providing easy and efficient banking services for busy professionals.

As Senior Vice President, Private Banking Regional Manager, Courtney uses a comprehensive approach to help clients identify the optimal financial solutions and efficiencies tailored to their individual needs. She specializes in working with clients who have complex financial and familial dynamics including service professionals, business owners and high net worth individuals. Courtney is a Certified Wealth Strategist who draws upon her in-depth knowledge of lending and banking to provide thoughtful analysis and valuable solutions for clients.

Experience

Graduated Summa Cum Laude from the University of Wisconsin – Whitewater
Banking and Finance industry professional since 2001
Bachelor's degree in Finance with an emphasis in Real Estate
Experienced in managing lending and banking relationships for individuals, trusts, and business clients

Banking products offered by Johnson Bank, a Johnson Financial Group Company. Equal Housing Lender, Member FDIC.

Ask Me About

Borrowing Solutions
Deposit and Cash Management Services
Planning for Your Future

Community Involvement

Actively involved in various charitable and service organizations including the Clean Lakes Alliance and local Make-A-Wish Foundation.

In Minneapolis, we did our banking with a very large institution. There were no personal ties. When we came to Madison, we met with a Johnson Financial Group banker who knew our names and learned about our situation and our goals. We started with private banking and quickly added mortgage and wealth management. Many years later, when my job was eliminated, the Johnson Financial Group team was right there to work through financial scenarios, which gave us confidence in our next steps. We recommend the JFG team for anyone seeking financial expertise on a first-name basis.

Kelly C.

Private Banking and Wealth Client, Madison
What we had before, with a very large bank, was a purely transactional relationship. There, the basic wealth services were too templated, too cookie-cutter. But the concierge wealth services didn’t fit either— someone there told us, ‘You’re not really in my target audience but I’ll help you out.’ We don’t want either of those things. What we want is real partners watching out for us and that’s what we got at Johnson Financial Group. At JFG, we get advice from people who know us, designed for our wealth situation and our life stage.

Lindsay F.

Private Banking and Wealth Client, Madison

1 of 1