Team

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William L. Curry, JD, CLU, ChFC, RFC, AEP

Phone: (302) 651-9191
Toll Free: (877) 428-5813

As a financial consultant and lawyer, William Curry is a multi-faceted professional capable of helping people with virtually all their financial needs. "My mission” he says, "is to help affluent individuals and families plan, implement and manage every phase of their pre- and post-retirement life, ensuring that their Golden Years are just that - truly golden."

As a financial consultant and lawyer, William Curry is a multi-faceted professional capable of helping people with virtually all their financial needs. "My mission” he says, "is to help affluent individuals and families plan, implement and manage every phase of their pre- and post-retirement life, ensuring that their Golden Years are just that - truly golden."

Bill, a financial professional since 1969, has over four decades of experience guiding clients through the vagaries of the economy. His credentials include a BA in Economics, MBA and JD (Juris Doctor) from Widener University. He's also earned four certifications - Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), Registered Financial Consultant (RFC) and Accredited Estate Planner (AEP) - which required advanced coursework in taxes, retirement planning, estate planning, investments, risk management and other financial issues.

Bill's professionalism has brought him numerous industry honors, including membership in the Million Dollar Round Table's Top of the Table and lnternational Forum, placing him among the top one percent of insurance professionals worldwide. An even greater tribute to him, though, is his loyal clientele, which continues to grow, thanks to clients' recommendations.

Bill and his wife, Jennifer, have two children and four grandchildren. In his leisure time, he is a sports fan, golfer and avid salmon fisherman. He served his community as Treasurer and Chairman of the Board of Rodney Street Tennis & Tutoring, helping at-risk children. In addition, Bill has served as President of Delaware Chapter of the Society of Financial Service Professionals.

WE HELP THOSE WHO'VE MADE IT KEEP IT. ​™