Curran Wealth Management

Thomas Curran is a financial advisor at Curran Wealth Management with Series 63 and Series 65 licenses and 55 years of industry experience. His prior work includes roles at CIM, LLC and related entities since 2013. Outside of advising, he owns and operates Hippo Tax Services, LLC, which provides tax preparation and advice, and runs a vehicle leasing business through Beachside Leasing LLC. Curran Wealth Management is a team-based firm managing approximately $751 million for a diverse client base, including individuals, families, and institutions. The firm employs a bottom-up fundamental investment approach focused on quality companies and offers multiple equity strategies alongside discretionary portfolio management and financial planning services.

Derek Gray is a CFP® with 20 years of industry experience, currently serving at Curran Wealth Management. His prior work includes roles at The AYCO Company, L.P./Mercer Allied and CIM, LLC. Curran Wealth Management is a team-based advisor managing approximately $751 million across diverse client types, including high-net-worth individuals, families, and institutional entities. The firm employs a bottom-up fundamental investment process focusing on quality companies and offers multiple equity strategies along with discretionary and non-discretionary portfolio management.

Kevin Curran is a CFA® charterholder with 26 years of industry experience. He is currently with Curran Wealth Management, where he has worked since 2013, including roles at affiliated entities. Curran Wealth Management is a team-based advisory firm managing approximately $751 million for a diverse client base, including individuals, families, pension plans, trusts, and charitable organizations. The firm employs a bottom-up fundamental investment approach focused on quality companies and offers multiple equity strategies alongside a proprietary Wealth Management Wrap Fee program.