Wealth Advisor - Dallas Main Office
“My drive comes from knowing that I am here to help others in the Dallas community, whether serving on leadership forums, supporting charities or helping people with their financial planning needs.”
Kevin M. Curley, II, CFP® is committed to helping others in the Dallas community. As part of his efforts to give back he was recently selected for two elite leadership programs in the area. First, as a member of the Dallas Breakfast Group 2016 Community Leaders Program, he is 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, he is committed to using his leadership skills to benefit the Dallas region. In addition to these leadership roles, he serves as a board member for Uptown Dallas Inc., which promotes Uptown as a live-work-play community. He also serves with the Dallas Center for Architecture which promotes the power of architecture to enhance the community.
Kevin is a graduate of Villanova University where he was honored by the VU 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. Their young son Declan is learning to walk, talk and play nice with their dog, Biscuit. Additionally, they are proud organ donors for the Texas Donate Life initiative.
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 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.