Cory Curry, Cfp®, Cslp® Email and Phone Number
Cory Curry, Cfp®, Cslp® work email
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Cory Curry, Cfp®, Cslp® personal email
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
Baird
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BairdCincinnati, Oh, Us -
Financial AdvisorBaird Jul 2019 - PresentMilwaukee, Wi, Us -
Associate Financial AdvisorBaird May 2018 - Jul 2019Milwaukee, Wi, Us -
Portfolio SpecialistBaird Apr 2009 - May 2018Milwaukee, 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. -
Private Wealth Management InternBaird Jun 2007 - Apr 2009Milwaukee, 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. -
Specialty Accounting InternGreat American Insurance Group Jun 2005 - May 2007Cincinnati, 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
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University Of CincinnatiAccounting And Finance -
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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