David G. Curry, Cfp® Email and Phone Number
David G. Curry, Cfp® work email
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David G. Curry, Cfp® personal email
David G. Curry, Cfp® phone numbers
My professional passion lies in watching my clients accomplish their long-term financial goals. Each and every one of my clients is entitled to my highest level of personalized service and care. As a leader with 20 years experience in the wealth management industry, I specialize in helping high net-worth individuals, families and business owners gain clarity and confidence in all aspects along their financial paths. I believe in creating a holistic approach to financial management. As a trusted relationship manager, I surround myself with quality professionals who can bring additional services to meet my clients’ needs. I take pride in staying current in every aspect of financial situations, whether in your life events or in economic, political and market events, to help make sound financial decisions.Prior to co founding The East Paces Group, I held senior positions at several leading financial institutions as the Business Development Director and Senior Financial Advisor at GV Financial, Vice President of Wealth and Investment Management at SunTrust and Vice President of Corporate Marketing for Wachovia. To better serve my clients, I hold the following designations: Certified Financial Planner, Series 6, Series 7, Series 24 and Series 63.I have managed to create a balance between work and family life. I enjoy spending time with my wife, Jennifer, and our son, Woods, and our daughter, Chase. I also enjoy golfing, traveling and nightly Ping-Pong competitions amongst my family. To learn more about how I can help you achieve your financial goals, please connect with me here or reach me at (404) 809-3680 or (dcurry@eastpacesgroup.com).Securities offered through Arkadios Capital Member FINRA/SIPC. Advisory Services offered through EPG Wealth Management LLC. EPG Wealth Management LLC and Arkadios Capital are not affiliated through any ownership.
East Paces Group
View- Website:
- eastpacesgroup.com
- Employees:
- 12
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Principal And Co-FounderEast Paces GroupAtlanta, Ga, Us -
Principal & Co-FounderEast Paces Group Jan 2019 - PresentAs a Principal and Co-Founder of The East Paces Group, my portfolio includes corporate executives, business owners, and individuals. My charge is to monitor their investments and make changes based upon their goals. My focus areas are:1. Getting into the weeds with clients. This means going beyond managing their money; it means learning about all parts of their lives and using all of the resources at my disposal to create success.2. Ridding people of their mental financial baggage. One client wanted to attend an opera performance but didn’t think she could afford it. I helped her unlearn what she was taught. Today, she has a yearly subscription to the MET.I firmly believe in East Paces Group's disciplined investment strategy, providing comprehensive financial planning and personalized services that are integral to the advisory experience. With an entrepreneurial spirit as my guide, my clients and their financial health are always at the forefront of my mission.Securities offered through Arkadios Capital Member FINRA/SIPC. Advisory Services offered through EPG Wealth Management LLC. Certain individuals associated with or employed by EPG Wealth Management LLC may also be registered representatives of Arkadios Capital. -
Managing DirectorAcg Wealth Jun 2014 - PresentGreater Atlanta Area -
New Business StrategistGv Financial Advisors Jan 2012 - Jun 2014 -
Client AdvocateGv Financial Advisors Sep 2011 - Jun 2014Greater Atlanta Area -
Senior Financial AdvisorGv Financial Advisors May 2010 - Jun 2014 -
First Vice President, Wealth & Investment ManagementSuntrust Bank Apr 1995 - Apr 2010High-Net-Worth Client Advisor -
Vice President, Wealth & Investment ManagementWachovia 2000 - 2002
David G. Curry, Cfp® Skills
David G. Curry, Cfp® Education Details
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Woodward AcademyHigh School
Frequently Asked Questions about David G. Curry, Cfp®
What company does David G. Curry, Cfp® work for?
David G. Curry, Cfp® works for East Paces Group
What is David G. Curry, Cfp®'s role at the current company?
David G. Curry, Cfp®'s current role is Principal and Co-Founder.
What is David G. Curry, Cfp®'s email address?
David G. Curry, Cfp®'s email address is dc****@****ial.com
What is David G. Curry, Cfp®'s direct phone number?
David G. Curry, Cfp®'s direct phone number is +177029*****
What schools did David G. Curry, Cfp® attend?
David G. Curry, Cfp® attended Southern Methodist University - Cox School Of Business, Georgia State University - J. Mack Robinson College Of Business, Woodward Academy.
What are some of David G. Curry, Cfp®'s interests?
David G. Curry, Cfp® has interest in Investment Committee, Health, Arts And Culture, Camp Twin Lakes.
What skills is David G. Curry, Cfp® known for?
David G. Curry, Cfp® has skills like Strategic Financial Planning, Investments, Wealth Management, Portfolio Management, Investment Management, Investment Advisory, Estate Planning, Insurance, Asset Allocation, Retirement Planning, Asset Managment, Mutual Funds.
Who are David G. Curry, Cfp®'s colleagues?
David G. Curry, Cfp®'s colleagues are Morgan Geiger, Danny Moore, Emily Johnson, Catherine Dixon, Mark Thompson.
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