Curo Private Wealth
Curo Private Wealth is an independent financial services and wealth management firm that was founded, and is run daily, on our values: integrity, objectivity, growth, vigilance, excellence, and gratitude. We strive to offer the “best of both worlds” : an independent firm; combined with the technology, resources, and research of the #1 independent broker/dealer* in the country. Our mission is to help our clients make smart and strategic financial decisions so they can work toward their goals and fulfill their values. We pride ourselves on bringing together the quantitative with the qualitative. The numbers are important, and what drive financial success; but we take the extra time and care to truly understand what drives, motivates, and concerns our clients. At the end of the day, they are left with a clear, personal, and practical plan they can implement. As reported by the Financial Planning magazine, June 1996 - 2018, based on the total revenue. InvestmentNews' 40 under 40 nominations of advisers and associated professionals are evaluated based on : accomplishment to date, contribution to the industry, leadership and promise. We invite you to experience a different approach to wealth management. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which we are registered to do business, please visit
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Verified contacts
12
available on Kipplo
LinkedIn employees
9
1 to 10 range
Open roles
—
no listings
Distinct roles
9
indexed titles
Tech stack
1
tools in use
Monthly traffic
72
organic / mo
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Decision-makers and verified team members
12 contacts with verified email or phone · masked until revealed.
- OS
Olivia Sirianni
Client Service Associate · Customer/Client Service
EmailPhone - AC
Alexander Cochran
&, · Other
EmailPhone - AM
Anne McCabe
CEO & Partner · General Business & Management
EmailPhone - AJ
Atricia J. Roberts
COO & Partner · General Business & Management
EmailPhone - EK
Ethan Kern
Social Media Manager · Advertising & Marketing
EmailPhone - CH
Caroline Horner
Office Administrator · Operations
EmailPhone - DC
Drew Culver
Financial Advisor · Finance & Accounting
EmailPhone - OS
Olivia Sirianni
Client Service Associate · Customer/Client Service
EmailPhone - CC
Carol Castillo
Áñ · Other
EmailPhone
Showing 9 of 12 verified contacts
Top roles at Curo Private Wealth
9 distinct titles indexed · top 9 shown.
- 2client service associate
- 1&,
- 1ceo & partner
- 1coo & partner
- 1financial advisor
- 1managing director & partner
- 1office administrator
- 1social media manager
- 1áñ
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