Courtney Duncan

Courtney Lucas is a Client Relationship Specialist in Retirement Plan Services at Fort Pitt Capital Group, a position held since November 2023. Previously, Courtney served as a Client Services Associate at Independent Wealth Management from July 2021 to November 2022 and worked at Paychex from August 2019 to July 2021 as a Retirement Desk Relationship Consultant. At Paychex, responsibilities included partnering with advisors to assist clients with compliance and investment-related issues as well as educating plan administrators on ERISA regulations. Earlier roles at Paychex also involved supporting financial advisors and assisting with compliance testing and plan design. Courtney began the professional journey as a Business Communications Tutor at SUNY Geneseo while completing a Bachelor of Business Administration degree in Business Administration and Management from the same institution, graduating in 2015.