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William Curry

ChFC®, CLU®, FPA
Delaware Advisory Group
Wilmington, DE
We Help Those Who’ve Made It, Keep it™

Meet William

As a financial consultant and attorney, 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…

As a financial consultant and attorney, 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 three grandchildren. In his leisure time, he is a sports fan, golfer and avid salmon fisherman. He serves his community as Chairman of the Board of Rodney Street Tennis & Tutoring, helping at-risk children.


Services offered

Investment management
Financial planning
Retirement planning
Tax planning
Real estate and mortgage advisory
Estate planning
Insurance management
Socially responsible investing

Experience with

Small business owners
Medical professionals
Finance professionals
Legal professionals
Business executives
Entrepreneurs
Other professions

Fee structure

Fee & Commission
Hourly

Certifications and licenses

ChFC® - Chartered Financial Consultant®
CLU® - Chartered Life Underwriter®

Memberships

NAIFA - National Association of Independent Fee Appraisers
FPA - Financial Planning Association

Education

JD
MBA
Bachelors
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