David G. Curry, Cfp®

David G. Curry, Cfp® Email and Phone Number

Principal and Co-Founder @ East Paces Group
Atlanta, GA, US
David G. Curry, Cfp®'s Location
Atlanta, Georgia, United States, United States
David G. Curry, Cfp®'s Contact Details

David G. Curry, Cfp® personal email

n/a

David G. Curry, Cfp® phone numbers

About David G. Curry, Cfp®

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.

David G. Curry, Cfp®'s Current Company Details
East Paces Group

East Paces Group

View
Principal and Co-Founder
Atlanta, GA, US
Employees:
12
David G. Curry, Cfp® Work Experience Details
  • East Paces Group
    Principal And Co-Founder
    East Paces Group
    Atlanta, Ga, Us
  • East Paces Group
    Principal & Co-Founder
    East Paces Group Jan 2019 - Present
    As 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.
  • Acg Wealth
    Managing Director
    Acg Wealth Jun 2014 - Present
    Greater Atlanta Area
  • Gv Financial Advisors
    New Business Strategist
    Gv Financial Advisors Jan 2012 - Jun 2014
  • Gv Financial Advisors
    Client Advocate
    Gv Financial Advisors Sep 2011 - Jun 2014
    Greater Atlanta Area
  • Gv Financial Advisors
    Senior Financial Advisor
    Gv Financial Advisors May 2010 - Jun 2014
  • Suntrust Bank
    First Vice President, Wealth & Investment Management
    Suntrust Bank Apr 1995 - Apr 2010
    High-Net-Worth Client Advisor
  • Wachovia
    Vice President, Wealth & Investment Management
    Wachovia 2000 - 2002

David G. Curry, Cfp® Skills

Strategic Financial Planning Investments Wealth Management Portfolio Management Investment Management Investment Advisory Estate Planning Insurance Asset Allocation Retirement Planning Asset Managment Mutual Funds Commercial Lending Series 7 Financial Planners Credit High Net Worth Individuals Risk Management Banking Loans

David G. Curry, Cfp® Education Details

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.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.