David Mccurdy, Cfp®, Ms Email & Phone Number

Greater Denver Area

ExchangeRight is committed to providing long-term, stable income and asset preservation to accredited 1031 and 1033 investors. Our goal is to consistently deliver 1031-exchangeable DST portfolios of long-term, net-leased properties backed by investment grade corporations.We target corporate tenants that successfully operate in the necessity retail space to provide investors with stable and predictable income.ExchangeRight’s long-term exit strategy is to provide greater… Show more ExchangeRight is committed to providing long-term, stable income and asset preservation to accredited 1031 and 1033 investors. Our goal is to consistently deliver 1031-exchangeable DST portfolios of long-term, net-leased properties backed by investment grade corporations.We target corporate tenants that successfully operate in the necessity retail space to provide investors with stable and predictable income.ExchangeRight’s long-term exit strategy is to provide greater diversification and value to investors by combining multiple portfolios of investment grade, net-leased assets in a portfolio sale or 721 exchange roll-up. Show less

Greater Denver Area

Greater Denver Area

ExchangeRight is committed to providing long-term, stable income and asset preservation to accredited 1031 and 1033 investors. Our goal is to consistently deliver 1031-exchangeable DST portfolios of long-term, net-leased properties backed by investment grade corporations. We target corporate tenants that successfully operate in the necessity retail space to provide investors with stable and predictable income. ExchangeRight’s long-term exit strategy is to provide greater… Show more ExchangeRight is committed to providing long-term, stable income and asset preservation to accredited 1031 and 1033 investors. Our goal is to consistently deliver 1031-exchangeable DST portfolios of long-term, net-leased properties backed by investment grade corporations. We target corporate tenants that successfully operate in the necessity retail space to provide investors with stable and predictable income. ExchangeRight’s long-term exit strategy is to provide greater diversification and value to investors by combining multiple portfolios of investment grade, net-leased assets in a portfolio sale or 721 exchange roll-up. Show less

Greater Denver Area

Utilize a Consultative Sales Process to help deliver the best products, resources and support to Independent, Bank and Wire Financial Advisors so that they can deliver the best support and resources to their clients. In this role I lean on experiences having been a National Sales Manager, Wealth Manager and External Wholesaler to add value through real strategies to help advisors grow their books of business and better serve their clients.

Fayette County & Surrounding Areas

David Provides Financial Planning and Wealth Management services to Philanthropic Retirees, Families and Small Businesses and their Owners in the Peachtree City and surrounding areas. As an independent, fee-based wealth management firm, we are committed to thoroughly understanding our clients, establishing long-term & multi-generational relationships, and providing ongoing personalized service. Working with David at Ashworth & Sullivan allows our clients to develop a quality of… Show more David Provides Financial Planning and Wealth Management services to Philanthropic Retirees, Families and Small Businesses and their Owners in the Peachtree City and surrounding areas. As an independent, fee-based wealth management firm, we are committed to thoroughly understanding our clients, establishing long-term & multi-generational relationships, and providing ongoing personalized service. Working with David at Ashworth & Sullivan allows our clients to develop a quality of life that enables them to spend time with their families, enjoy the outdoors, focus on the things they love and for the Philanthropic, make a difference in the world. Show less

Greater Atlanta Area

Regional Vice President for Steadfast Capital Markets Group, a Non-traded Apartment REIT. •Helped firm achieve Top 5 Status in Capital Raise, Year over Year Sales, Acquisition Volume •Increased Territory Sales by 2530% from 2011 to 2012 ($352k to $10.3 Million)•Brought on broker dealer selling agreements and RIA firms to selling group•Performed hundreds of client, prospect, continuing education and conference presentations within the independent broker dealer… Show more Regional Vice President for Steadfast Capital Markets Group, a Non-traded Apartment REIT. •Helped firm achieve Top 5 Status in Capital Raise, Year over Year Sales, Acquisition Volume •Increased Territory Sales by 2530% from 2011 to 2012 ($352k to $10.3 Million)•Brought on broker dealer selling agreements and RIA firms to selling group•Performed hundreds of client, prospect, continuing education and conference presentations within the independent broker dealer community•Being a CFP and student of the industry, brought value added content to all appointments Show less

Third Party Administration and Recordkeeping for 401(k) plans providing "Harmony" between the 401(k) plan, the financial advisor, the accountant and the auditors.•Worked with Accounting firms, Financial Advisors and 401(k) Auditors to build distribution channel for TPA services to grow firm•Educated Advisors on benefits of Open Architecture 401(k) plans•Surveyed and consulted with financial advisors and accounting firms to validate/modify pricing structure for TPA services

•Increased National Sales by 14,900% from 2008 to 2011 ($10 Mil to $150 Mil)•Managed 15 person team raising $150 Million in the first 2 years of funds/SMA’s existence •Grew selling group from 0 to 150 Broker/Dealers for Mutual Funds and/or SMA’s•Created and oversaw metrics for insuring success of internal and external wholesalers•Created the standard for email communications, webcasts, CRM input, BD list management, etc.•Created mailing, email, office visit and calling… Show more •Increased National Sales by 14,900% from 2008 to 2011 ($10 Mil to $150 Mil)•Managed 15 person team raising $150 Million in the first 2 years of funds/SMA’s existence •Grew selling group from 0 to 150 Broker/Dealers for Mutual Funds and/or SMA’s•Created and oversaw metrics for insuring success of internal and external wholesalers•Created the standard for email communications, webcasts, CRM input, BD list management, etc.•Created mailing, email, office visit and calling campaigns for foundations, endowments, not-for-profits•Completed RFP’s for portfolio management services for foundations, endowments, not-for-profits Show less

Raised capital for one of the largest Private Real Estate Companies in the country. Our Eastern Region Sales Team raised approximately $5 Billion in the last 6 years through Financial Advisors and their clients. I built long term relationships with thousands of financial advisors in an 18 state territory.•Helped grow capital raising from $2 Million/Month to $100+ Million/Month•Helped grow number of sold reps from 300 to over 5000 sold reps•One of 5 external wholesalers raising… Show more Raised capital for one of the largest Private Real Estate Companies in the country. Our Eastern Region Sales Team raised approximately $5 Billion in the last 6 years through Financial Advisors and their clients. I built long term relationships with thousands of financial advisors in an 18 state territory.•Helped grow capital raising from $2 Million/Month to $100+ Million/Month•Helped grow number of sold reps from 300 to over 5000 sold reps•One of 5 external wholesalers raising $3.5 Billion in capital for 3 REITS & several 1031 Exchanges•Managed relationships of 1200 producing reps as an external in GA, TN, AL, SC, NC•Performed hundreds of client, prospect, 1031, CFP and CPA CE, and BD educational and sales presentations within the independent broker dealer community•As Internal Desk Manager, systematized distribution for 31,000 independent advisors in 18 states•Assigned to team for company wide conversion/implementation from Telemagic to Sales Logix Show less

Web Developer•Managed project development efforts related to major product deadlines including Ford’s land division•Network Administrator for 3 servers, 2 hubs, 1 switch, a firewall, and 15 workstations•As Web Developer, Developed Corporate Intranet to aid developers and staff in daily activities

Engineering manager of high end office furniture manufacturer. Company has now been bought by Herman Miller.•Managed 9 person engineering department for product development and shop floor systems•Worked extensively in 3-D Modeler packages and CAD for product design•Worked extensively engineering products for maximum efficiency and flexibility in construction including providing CNC data and barcoding for shop floor machines.

Cfp, Certified Finanical Planner

Masters Management, Masters Of Science In Management

Engineering, Industrial Engineering

Activities and Societies: Played soccer for NC State 4 years. Won ACC championship and went to the final four in 1990 and Elite Eight.