Aaron Curry Email & Phone Number
Principal, Wealth Planner @ Cerity Partners
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Aaron Curry Location
- Midland, TX, US
Aaron Curry Work
- 2025 -now Principal, Wealth Planner @
- 2022 -2025 Associate Wealth Advisor @
- 2020 -2022 Financial Advisor @
- 2020 -2022 Financial Advisor @
- 2017 -2020 Financial Advisor @
- 2017 -2017 Multi-Site Branch Manager @
- 2013 -2017 Licensed Branch Manager @
- 2010 -2013 Branch Manager @
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
Salvatore Russo
Partner
New York, NY, US
Andrew Cooper
Partner
New York, NY, US
Benjamin Pace
Partner and Chief Economist
New York, NY, US
Adam Hills
President - Cerity Partners International
Saratoga Springs, NY, US
Stephen Lauck
Chairman and Portfolio Manager
San Francisco, CA, US
Robert Bingham
Co-Founder
San Francisco, CA, US
Ashley Guerra
Chief Compliance Officer
Pasadena, CA, US
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