Joseph P. Curran Receives Top Recognition for Excellence in Wealth Management

    SIMSBURY, CT, March 12, 2015 /24-7PressRelease/ -- Joseph P. Curran, Senior Financial Advisor for Merrill Lynch, has been recognized for showing dedication, leadership and excellence in investments and portfolio management.

Mr. Curran has 17 years of experience in the industry, and has spent the past five as a senior financial advisor for Merrill Lynch, where he expertly guides high net-worth families in the areas of investment management, portfolio management and wealth management. He develops customized investment strategies for wealthy families and institutions. His objective is to build long-term client relationships and provide the highest level of portfolio management. Prior to joining Merrill Lynch, Mr. Curran worked for Morgan Stanley Smith Barney.

Mr. Curran attributes his success to being a good listener. He hears what his clients need and responds accordingly, and is known to be very reliable. He became involved in his profession because he always had an interest in money and leaming how to save and make it grow, opening his first bank account at 6 years old. His grandmother bought him one share of stock and he has had an interest in stocks ever since.

Mr. Curran obtained a master's degree in financial economics from Trinity College in 2004 and a bachelor's degree in economics from the University of Connecticut in 1997. Mr. Curran is a Certified Financial Planner and also holds a Chartered Retirement Planning Counselors professional designation. He was recently inducted into Worldwide Registry. Looking ahead, Mr. Curran would like to continue to grow and help his clients, and someday become part of a larger team.

To connect with Joseph P. Curran, please visit https://www.linkedin.com/pub/joseph-p-curran-cpm%C2%AE-cfp%C2%AE/67/142/ba4.

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