Bill McCurdy Email & Phone Number
Owner
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Bill McCurdy Location
- Detroit, MI, US
Bill McCurdy Work
- Owner @ EDGE Retirement Advisory LLC (June 2025 - Present)
- Vice President - Portfolio Manager and New Bussiness Development Officer @ (September 2018 - May 2025)
- Board of Directors, Treasurer; Finance Committee Member; Development Committee Member @ (April 2019 - April 2021)
- Wealth Management Advisor @ (June 2016 - September 2018)
- Member Finance Committee; Member George Blaha High Hopes Golf Outing Committee; Advisor to the Board @ (January 2012 - January 2018)
- Vice President - Financial Consultant @ (July 2011 - June 2016)
- Financial Consultant @ LSG Financial (January 2006 - July 2011)
Bill McCurdy Education
- University of Dayton
Bachelor of Science in Business Administration (Economics)
1997-1999 - College for Financial Planning
Chartered Retirement Plan Specialist
Bill McCurdy Skills
- Business Development
- Retirement Planning
- Investments
- 401(k) Retirement Savings Plans
- Retirement Plan Consulting
- 401k
- 403 b
- Wealth Management
- Business Relationship Management
Bill McCurdy Summary
- Bill McCurdy, based in Detroit, MI, US, is currently a Owner at EDGE Retirement Advisory LLC. Bill McCurdy brings experience from previous roles at Bank of Ann Arbor, North Star Reach, TIAA and Vista Maria. Bill McCurdy holds a 1997 - 1999 Bachelor of Science in Business Administration in Economics @ University of Dayton. With a robust skill set that includes Business Development, Retirement Planning, Investments, 401(k) Retirement Savings Plans, Retirement Plan Consulting and more. Bill McCurdy has 2 emails and 2 mobile phone numbers on RocketReach.
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