Wealth Advisor - Dallas Satellite Office
“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 is a Certified Financial Planner committed to helping others in the Dallas community. As part of his efforts to give back he was honored to be selected for two elite leadership programs in the area. First, as a member of the Dallas Breakfast Group 2016 Community Leaders Program, where he was committed to increasing business executive and civic leader participation in local affairs. Next, as a member of the Dallas Regional Chamber 2015 Leadership Dallas class, where he was committed to using his leadership skills to benefit Dallas area businesses. In addition to these leadership roles, he has served as a board member for Uptown Dallas Inc., which promotes Uptown as a live-work-play community. Finally, he served with the Dallas Center for Architecture which promotes the power of architecture to enhance the community.
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 truly making a difference in the lives of others.
Kevin and his wife Courtney live in the Lakewood neighborhood of Dallas with their two young sons. They are proud organ donors for the Texas Donate Life initiative and support the Vogel Alcove program to improve the lives of Dallas’ homeless children.
Working in financial services since 2009, Kevin enjoys helping guide high net worth families through a comprehensive wealth management system. More important, he feels fortunate that his clients have come to rely upon him as a trusted financial planner and portfolio manager.
Kevin is a recipient of the FIVE STAR Wealth Manager award. FIVE STAR Wealth Managers are selected by their peers as satisfying objective eligibility and evaluation criteria associated with providing quality services to clients in the market region. In 2020 less than 3 percent of wealth managers in Dallas, Texas, have been named to the list1.
Kevin holds the CERTIFIED FINANCIAL PLANNER ™ certification which is awarded by the Certified Financial Planner Board of Standards, Inc. He completed the UBS New Financial Advisor training program and was recognized in 2013 as a top performer, with an invitation to the NFA Leaders Forum in New York City.
1 Based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. 3,899 Dallas-Fort Worth wealth managers wealth managers were considered for the award; 393 (10 percent of candidates) were named 2019 Five Star Wealth Managers. 2018: 3,851 considered, 338 winners; 2017: 2,730 considered, 382 winners; 2016: 2,471 considered, 678 winners; 2015: 2,862 considered, 684 winners; 2014: 5,080 considered, 621 winners; 2013: 3,834 considered, 698 winners. These awards are not indicative of the wealth managers’ future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com