Courtney Morstatt brings a blend of creativity and strategic insight to her role as Marketing & Communications Coordinator. Since joining in August 2025, she has valued the supportive environment where her colleagues are always ready to lend a hand. She came to Team VNFA with previous marketing experience from her time at a local bar association, where she developed her foundation in digital marketing and client-first thinking.
With a Bachelor’s degree in English: Professional Writing from Kutztown University of Pennsylvania, Courtney graduated summa cum laude, earning recognition as an honors scholar and Board of Governors Scholarship recipient. Her academic journey taught her the invaluable lesson that organization and networking are key to success. These skills have been instrumental in her professional career, allowing her to excel in a field that thrives on precision and connection.
Courtney lives in Allentown with her boyfriend, Adam. She enjoys reading and writing, cooking, traveling, coffee, the Philadelphia Phillies, and Taylor Swift. She is currently pursuing a Master of Professional Studies in Publishing at The George Washington University, aiming to enhance her skills in crafting compelling narratives that resonate with audiences.
Looking to the future, Courtney is dedicated to seeing VNFA continue to flourish as a trusted wealth management firm in the Lehigh Valley.
Professional Certifications*
- B.A. — English: Professional Writing, minors in Literature and Public Relations, summa cum laude, honors program — Kutztown University of Pennsylvania, Kutztown, PA
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Valley National Advisers Inc. is engaged, or continues to be engaged, to provide investment advisory services.
*Please Note: Limitations. No membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Valley National Advisers Inc. is engaged, or continues to be engaged, to provide investment advisory services
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Valley National Advisers Inc. is engaged, or continues to be engaged, to provide investment advisory services.
*Please Note: Limitations. The scope of any financial planning and consulting services to be provided depends upon the terms of the engagement, and the specific requests and needs of the client. Valley National Advisers Inc. does not serve as an attorney, accountant, or insurance agent. Valley National Advisers Inc. does not prepare legal documents or tax returns, nor does it sell insurance products. Please Also Note: Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended and/or undertaken by Valley National Advisers Inc.) or any planning or consulting services, will be profitable, equal any historical performance level(s), or prove successful. A copy of our current written disclosure Brochure discussing our advisory services and fees continues to remain available upon request or at www.valleynationalgroup.com.