Ms. Curry brings to New Wealth Advisors a comprehensive background that includes solid financial planning skills combined with a strong tax background and in-depth experience with technology systems. As an integral member of the New Wealth Advisors team, Meg is responsible for managing the day-to-day processes including set-up and maintenance of client accounts, compilation and completion of client, custodian and firm paperwork and the execution of client and firm tasks such as asset transfers, cashiering, billing and preparation of related reports. She is also actively involved in coordinating the wealth planning activities of the firm’s clients including the review and maintenance of client transactions and activities, support of client portfolio and investment strategies and preparation of monthly and quarterly client investment reports.
Prior to joining New Wealth Advisors, Meg served as a Financial Planner for several financial services firms including TPW Financial and Quest Financial Services.