Blue Curve Advisory
Blue Curve Advisory is focused on turning clients into friends and cultivating lifetime relationships through our collaborative and educational approach. We work closely with educators, public servants, IT professionals, and other key sectors, providing tailored guidance to help them navigate challenges and achieve their goals. We believe in- Purposeful processes for a logical retirement plan- Collaborative decisions at the pace you dictate- Complete transparency. Advisory Services offered through Blue Curve Advisory, LLC, Registered Investment Advisor. Advisory services are only offered to clients or prospective clients where Blue Curve Advisory and its representatives are properly licensed or exempt from licensure.
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Verified contacts
5
available on Kipplo
LinkedIn employees
7
1 to 10 range
Open roles
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no listings
Distinct roles
4
indexed titles
Tech stack
1
tools in use
Monthly traffic
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organic / mo
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Decision-makers and verified team members
5 contacts with verified email or phone · masked until revealed.
- TW
Thomas Webbert
Certified Financial Planner (Tm) · Finance & Accounting
EmailPhone - SB
Shaylin Best
Director of Marketing & Associate Wealth Manager · Other
EmailPhone - EN
Elizabeth Nutwell
Associate Wealth Manager · Finance & Accounting
EmailPhone - JB
Jonathan Brooks
Financial Advisor · Finance & Accounting
EmailPhone
Showing 4 of 5 verified contacts
Top roles at Blue Curve Advisory
4 distinct titles indexed · top 4 shown.
- 2financial advisor
- 1associate wealth manager
- 1certified financial planner (tm)
- 1director of marketing & associate wealth manager
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