Kevin McCurdy

CIO & SVP, Wealth Advisor

Kevin prides himself in helping clients create and preserve wealth. By using his extensive educational background and multidisciplinary experience, he delivers objective and comprehensive financial services to his clients. Kevin focuses on providing “Personal CEO” services to clients to help them identify and attain their financial goals.

Kevin lives in Carmel with his wife Kristen and their three boys, Brendan, Logan and Egan.

Education

B.A. in Finance – Michigan State University
J.D. in Finance – IU McKinney School of Law

Community

Member – St. Luke Catholic Church of Indianapolis

Awards*

Five Star Wealth Manager – 2018-2023 – Five Star Awards

Designations

CFP® – CERTIFIED FINANCIAL PLANNER™ certification is the standard for financial planning. CFP® professionals complete rigorous education on dozens of topics including stocks, bonds, taxes, insurance, retirement planning, and estate planning. Individuals who hold CFP® have demonstrated competency in all areas of financial planning.

Licenses

Series 7 – The Series 7 is an exam and license that entitles the holder to sell all types of securities products except commodities and futures. The Series 7 exam covers topics on investment risk, taxation, equity and debt instruments, packaged securities, options, and retirement plans.
Series 66 – The Series 66 is an exam and license that entitles the holder to legally act in the capacity of investment advisors or wealth/asset managers.

* Award Disclosure: Results not guaranteed. Individual experience may vary.

Five Star Professional Five Star Wealth Manager Award (2018-2023), created by Five Star Professional. Most recently presented in September 2023 based on data gathered from November 2022 to May 2023. No fee was paid to be included in the ranking.