Aaron Curry Email & Phone Number
Principal, Wealth Planner @ Cerity Partners
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Aaron Curry Location
- Midland, TX, US
Aaron Curry Work
- Principal, Wealth Planner @ (January 2025 - Present)
- Associate Wealth Advisor @ (April 2022 - January 2025)
- Financial Advisor @ (July 2020 - April 2022)
- Financial Advisor @ (June 2020 - April 2022)
- Financial Advisor @ (December 2017 - May 2020)
- Multi-Site Branch Manager @ (October 2017 - December 2017)
- Licensed Branch Manager @ (August 2013 - October 2017)
- Branch Manager @ (October 2010 - August 2013)
Aaron Curry Education
- Purdue University
Bachelor's degree
2005-2009
Aaron Curry Skills
- Strategic Thinking
- Estate Planning
- Private Banking
- Wealth Management Services
- Balance Sheet Review
- Asset Allocation
- Negotiation
- Retirement Solutions
- Presentation Skills
- ETFs
- Consultative Selling
- Communication
- Uniform Combined State Law
- Series 7
- Interpersonal Skills
- Gaining Commitment
- Compensation Planning
- Consultative Approach
- FINRA
- Client Relations
- HNW
- Financial Services
- Finance
- Investment Strategies
- Time Management
- Financial Analysis
- Team Management
- Insurance
- Retirement Planning
- Analytical Skills
- Banking
- Financial Advisory
- Customer Relationship Management (CRM)
- Customer Service
- Sales Management
- Leadership
- Family Wealth Management
- Certified Financial Planner
- Branch Management
- Cross-functional Team Leadership
- Small Business Lending
- Investment Management
- Team Development
- Team Leadership
- Consumer Lending
- Retail Banking
- Small Business Banking
- Investments
- Financial Planning
Aaron Curry Summary
- Aaron Curry, based in Midland, TX, US, is currently a Principal, Wealth Planner at Cerity Partners. Aaron Curry brings experience from previous roles at Private Wealth Asset Management, Raymond James, Peoples Bank and The Huntington Investment Company. Aaron Curry holds a 2005 - 2009 Bachelor's degree @ Purdue University. With a robust skill set that includes Strategic Thinking, Estate Planning, Private Banking, Wealth Management Services, Balance Sheet Review and more. Aaron Curry has 2 emails and 2 mobile phone numbers on RocketReach.
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Top Cerity Partners Employees
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Chief Compliance Officer
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