Wade Edward Curry

Wade Edward Curryage 38

Vice president, Kish Financial Solutions

Fast Facts

  • Wanted to be a pro basketball player
  • Best career advice: Be a great listener
  • Guilty pleasure: Occasionally taking a Friday afternoon to drink a beer and mow the lawn

Wade Curry helps many of his clients do a lot with just a little.

For the past 16 years, he has been an adviser in Lewistown, the central Pennsylvania town where he grew up. The median income in Lewistown is about $19,000 a year – not an environment most advisers would consider a fertile market for clients.

But Mr. Curry focuses on making his clients smarter about the financial decisions that will be important to their future.

He manages about $200 million in assets for 3,500 clients who are teachers, small-business owners, state employees and blue-collar workers.

“We educate our clients about their wealth so they can take care of the people and causes they love,” Mr. Curry said, quoting his mission statement.

He sometimes spends hours with individuals or couples providing free guidance on how to structure a debt-relief strategy so that one day they’ll be able to reach their planning goals.

Mr. Curry, who is a member of the National Association of Insurance and Financial Advisors, has created a successful advisory business structured within Kish Bank. Over the past eight years, he’s grown the recurring revenue of the business to $800,000 from $100,000 by focusing on managed investment accounts.

In addition to serving as a mentor for other advisers, Mr. Curry tries to encourage the next generation within his community to embrace financial planning. He gives workshops at local schools that teach financial literacy and also demonstrate the career path that a financial planner could follow to a successful livelihood.

– Liz Skinner


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