Cory Curry, Cfp®, Cslp®

Cory Curry, Cfp®, Cslp® Email and Phone Number

Helping successful professionals and their families make smart decisions with their money @ Baird
Cincinnati, OH, US
Cory Curry, Cfp®, Cslp®'s Location
Cincinnati, Ohio, United States, United States
Cory Curry, Cfp®, Cslp®'s Contact Details

Cory Curry, Cfp®, Cslp® work email

Cory Curry, Cfp®, Cslp® personal email

n/a
About Cory Curry, Cfp®, Cslp®

At a young age I learned both the benefit of hard work and the impact of saving money. When I was 14 years old, I began my very first paper route. Every Wednesday I would load up my bike and deliver papers around the neighborhood. That first paycheck was one of beauty. No mortgage, no car payment absolutely no expenses. My mom however, strongly encouraged me to save half of my earnings and I could spend the rest. Over time, I built up enough savings to purchase my first stock, Procter & Gamble. Thanks to my mother, I learned the value of saving, how to manage my money and my first experience investing!I became a financial advisor because I love to help people. The most rewarding part of my career is to see that I helped make a difference in a client's life. My team and I do our best to provide you honest, easy to understand and actionable advice.If you want to learn more about how I help my clients and see if we’re a fit, you can schedule on my calendar HERE????https://calendly.com/cory_curry_at_baird

Cory Curry, Cfp®, Cslp®'s Current Company Details
Baird

Baird

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Helping successful professionals and their families make smart decisions with their money
Cincinnati, OH, US
Cory Curry, Cfp®, Cslp® Work Experience Details
  • Baird
    Baird
    Cincinnati, Oh, Us
  • Baird
    Financial Advisor
    Baird Jul 2019 - Present
    Milwaukee, Wi, Us
  • Baird
    Associate Financial Advisor
    Baird May 2018 - Jul 2019
    Milwaukee, Wi, Us
  • Baird
    Portfolio Specialist
    Baird Apr 2009 - May 2018
    Milwaukee, Wi, Us
    • Developed and Maintained trading models.• Assisted in the preparation of financial plans.• Managed and Executed all client trading.• Researched existing and new stock ideas.• Reviewed and Re-balanced approximately 380 discretionary accounts quarterly.
  • Baird
    Private Wealth Management Intern
    Baird Jun 2007 - Apr 2009
    Milwaukee, Wi, Us
    • Participated in client meetings with financial advisors.• Prepared client information for Client Relationship Manager.• Calculated and Created quarterly performance reports for client accounts.• Answered incoming client calls.
  • Great American Insurance Group
    Specialty Accounting Intern
    Great American Insurance Group Jun 2005 - May 2007
    Cincinnati, Oh, Us
    • Processed and Posted incoming cash.• Prepared and Processed Premium Finance Agreements.• Managed an agent account.• Prepared various reports for Management.

Cory Curry, Cfp®, Cslp® Education Details

  • University Of Cincinnati
    University Of Cincinnati
    Accounting And Finance
  • Archbishop Mcnicholas High School
    Archbishop Mcnicholas High School

Frequently Asked Questions about Cory Curry, Cfp®, Cslp®

What company does Cory Curry, Cfp®, Cslp® work for?

Cory Curry, Cfp®, Cslp® works for Baird

What is Cory Curry, Cfp®, Cslp®'s role at the current company?

Cory Curry, Cfp®, Cslp®'s current role is Helping successful professionals and their families make smart decisions with their money.

What is Cory Curry, Cfp®, Cslp®'s email address?

Cory Curry, Cfp®, Cslp®'s email address is cc****@****ird.com

What schools did Cory Curry, Cfp®, Cslp® attend?

Cory Curry, Cfp®, Cslp® attended University Of Cincinnati, Archbishop Mcnicholas High School.

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