Advisor profile


What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
22
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Investment Management
  • Family Finances
  • Executive Compensation and Benefit Strategies
  • Business Retirement Plans
  • Wealth Preservation Strategies

Qualifications

  • APMA™ Accredited Portfolio Management Advisor™

Previous experience

  • Financial Advisor at Morgan Stanley, 2002-2003
  • Financial Services Representative at Metlife Financial Services, 2003-2006
  • Account Executive at Gilford Securities, 2006-2015
  • Financial Advisor/Vice President at Stephen M. Curry & Associates, 2015-present

Community participation

• Member of the FDNY's Holy Name Society

• Member of the FDNY Marine Corps Association

• Member of the Eastport American Legion Post 1545

• Served as a member of the Audit Committee for the East Moriches Union Free school district

• Coached my daughters' soccer and softball teams during their elementary school years

• Member of Eastern Long Island Executives

• Member of Chamber of Commerce of the Moriches

• Member of the Business Referral Network of Suffolk County

• Member of the Long Island Triumph Association

Interests

  • Taking my annual family trip upstate to the Adirondack Mountains
  • Visiting different restaurants and wineries on the East End of Long Island
  • Working on my antique motorcycle and sports car
  • Reading historical novels and biographies
  • Spending time with my wife of 26 years, Maria, and our daughters Gabrielle and Alexandria