With so many options and information available today, many investors value a partner who can help them make sense of the options to achieve their investment objectives. I have spent my career navigating financial markets, and I enjoy using my experience to help my clients utilize the available tools to reach their financial goals.
I began my Edward Jones career in 2005. I serve a variety of clients whose objectives include planning for and living a successful retirement, estate strategies, wealth transfer and education savings. My ideal client is the serious, long-term investor who values my advice and experience in helping them achieve their financial goals.
One thing I enjoy about the nature of my business is the ever-changing landscape of financial markets and regulations. To continue to provide outstanding service to my clients, I have earned multiple financial certifications including the Chartered Financial Consultant (ChFC¿), Chartered Life Underwriter (CLU¿), and Accredited Asset Management Specialist (AAMS¿) designations. The College for Financial Planning awards the AAMS® designation to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education.
I proactively serve clients by collaborating with accountants and attorneys to deliver a comprehensive strategy that leverages everyone’s expertise. By understanding what is important to my clients, I utilize all tools available to tailor a unique solution to serve their needs and reach their objectives.
I am proud to be a native Hoosier. I grew up in Washington, IN, a son of three generations of railroaders. I went on to earn a bachelor’s degree in business from Hanover College, where I met my wife, Amy. We have been blessed with two great kids, and we enjoy coaching their sports teams together and staying active outdoors.
I enjoy making a difference in our community, one client at a time.
My Personal Interests
- Spending Time with Family
- Coaching Sports
Phone NumberCurtis L McClure at (317) 535-9567
|Mon||08:00AM - 05:00PM|
|Tue||08:00AM - 05:00PM|
|Wed||08:00AM - 05:00PM|
|Thu||08:00AM - 05:00PM|
|Fri||08:00AM - 04:00PM|
|Sat||By Appointment Only|
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