Kevin M. Curley II, CFP®

Wealth Advisor - Dallas Office Cohost of Your Money Momentum Podcast

“My drive comes from knowing that I am here to help others like you in the Dallas community, whether by serving on leadership forums, supporting charities or helping you with your financial planning needs.”

Kevin M. Curley, II joined Global Wealth Advisors in our Dallas, Texas office in 2017 and serves as our cohost of Your Money Momentum, a GWA podcast on financially related topics. Working in financial services since 2009, Kevin enjoys helping guide high net worth families through a comprehensive wealth management system. He feels fortunate that his clients have come to rely upon him as a trusted financial planner and portfolio manager.

Giving Back

With an eye on giving back to the community, Kevin is committed to helping people and businesses within the Dallas community. To that end, he was honored to be selected for two elite leadership programs in the area. As a member of the Dallas Breakfast Group 2016 Community Leaders Program, he was committed to increasing business executive and civic leader participation in local affairs. Named to the Dallas Regional Chamber 2015 Leadership Dallas, a ten-month leadership program, he gained a deeper understanding of the critical issues facing the Dallas area community and businesses. In addition to these leadership roles, he served as a board member for Uptown Dallas Inc., which promotes Uptown as a live-work-play community, and with the Dallas Center for Architecture which promotes the power of architecture to enhance the community. He and his wife live in the Lakewood neighborhood of Dallas with their three young sons. They are proud organ donors for the Texas Donate Life initiative and support the Vogel Alcove program, helping to improve the lives of homeless children in Dallas.

Experience

Kevin is a graduate of Villanova University with a Bachelor of Business Administration, Management Information Systems where he was honored by the Villanova University Alumni Association as a 2017 Young Alumni Medallion recipient. This annual award is given to distinguished alumni who show a commitment to making a difference in the lives of others.

2017 Villanova University Young Alumni Medal, this annual award is given to an alumni who shows a commitment to making a difference in the lives of others and their college and not specific to financial services and does not imply an endorsement, recommendation, or otherwise reflect the performance of the advisor. For more information visit the Villanova Awards page. He also holds the CERTIFIED FINANCIAL PLANNER certification which is awarded by the Certified Financial Planner Board of Standards, Inc.

Awards

Five-Star Wealth Manager

2020-2022 Five Star Wealth Manager Award, created by Five Star Professional. The 2023 award was presented in July 2023 based on data gathered between October 2022 and May 2023. 4,274 advisors were considered, 336 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. For more information, please visit www.fivestarprofessional.com.

Certifications

Certified Financial Planner Board of Standards Inc. owns the certifications marks CFP®CERTIFIED FINANCIAL PLANNER and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Our Dallas office is located at:

2101 Cedar Springs Rd., Suite 1050, Dallas, TX 75201 - Phone: (214) 613-6580 Email: info@gwadvisors.net