Fanny Courbot
Client Experience Associate
Advisor Development Track
Fanny Courbot joined Diamond Pointe Financial as part of the firm’s Advisor Development Track, an apprenticeship designed to develop the next generation of financial advisors through hands-on experience, professional education, and a commitment to exceptional client service.
As Client Experience Associate, Fanny works closely with clients throughout their journey with the firm, assisting with communications, meeting preparation, ongoing service, and operational coordination. Her role helps ensure every interaction reflects the professionalism, organization, and personal attention that define the Diamond Pointe Standard.
Originally from Lyon, France, Fanny brings an international perspective and a strong academic background in business and analytics. She earned her Associate degree from Barton Community College before completing her Bachelor of Arts in Business Administration at Lees-McRae College, where she graduated summa cum laude. She is currently completing her Master of Business Administration with a concentration in Data Analytics and Business Intelligence at Lenoir-Rhyne University.
Before joining Diamond Pointe, Fanny gained experience in business analytics, marketing, client service, and leadership while serving organizations in both the United States and Europe. In addition to her professional experience, she was an accomplished collegiate swimmer, earning multiple conference honors.
Fluent in both English and French, Fanny is committed to building meaningful client relationships while continuing her development through Diamond Pointe’s Advisor Development Track as she prepares for the next stage of her career in financial planning.
Investing In The Future
Developing tomorrow’s financial professionals
Diamond Pointe believes exceptional financial advice begins with exceptional education.
Through our internship and Advisor Development programs, we provide aspiring professionals
with meaningful experience alongside experienced advisors while maintaining the high standard
of service our clients expect.
About Our Founder
Financial planning is deeply personal. It shapes the decisions we make, the opportunities we pursue, and the legacy we leave behind.
After growing up in rural East Tennessee and moving to Hickory at the height of the financial crisis, my perspective has been shaped by a longstanding interest in economics, market history, and the forces that influence financial decision making. Understanding those broader patterns provides valuable context when helping clients navigate uncertainty, evaluate opportunities, and remain focused on their long term objectives.
My career began in hospitality management, where I developed a deep appreciation for exceptional service, attention to detail, and strategic revenue management. In 2012, I transitioned into financial services, helping individuals and families navigate wealth building, debt management, and long term planning. Experiences with both Bank of America and Edward Jones ultimately led me to establish Diamond Pointe Financial, creating the opportunity to deliver a more personalized and comprehensive planning experience.
I earned the Accredited Asset Management Specialist® designation through Kaplan, with advanced study in investment management, retirement planning, insurance, estate strategies, and tax efficient wealth accumulation. Continuous learning remains central to my commitment to the clients and families we serve.