Monty McCurley is a well-known financial advisor in Arkansas and has been advising clients how to tax efficiently grow, preserve, and distribute their wealth for over 15 years. Monty originally started his career in the property & casualty lines of business, but he quickly realized his true passion was working with those in or near retirement and business owners. Monty also advises his clients on a variety of asset protection, income taxation, Social Security, Optimization, and estate planning issues.
Monty is committed to educating, involving, and motivating clients to help them take control of their financial futures. Monty attended Arkansas State University where he obtained a B.S. in Accounting and a Masters Degree in Educational Leadership. Monty grew up and is currently living in Northcentral Arkansas.
In his spare time, Monty spends time with his family and his yellow lab, Max. He enjoys golfing, grilling, and keeping up with the local sports teams. Monty is licensed in several states in Life, Health, and Annuities. He is also an Independent Advisor Representative with a Series 65 license.
LICENSES & ACCREDITATIONS
- Registered Representative & Investment Advisor
- Financial Representative
AREAS OF EXPERTISE
- Retirement Planning
- Asset Management
- Risk Management