Brian McCurdy

Brian McCurdy

Senior Wealth Advisor

Brian McCurdy, a Senior Wealth Advisor with over a decade of experience providing strategic wealth management advice. Renowned for their analytical skills and deep understanding of investment markets, Brian helps clients work toward financial success. He enjoys running, hiking, and a passion for travel, embracing the physical and mental benefits of these activities. Brian blends a disciplined mindset developed through years of advising with the spontaneity of travel and the serenity of nature, embodying a unique approach to wealth management.