With over 18 years of experience, Monty McCurley is a trusted financial advisor dedicated to helping clients grow, preserve, and distribute their wealth in the most tax-efficient way possible. After starting in property and casualty insurance, he found his true calling in guiding retirees and business owners through the complexities of financial planning.

Monty specializes in asset protection, income taxation, Social Security optimization, and estate planning. Licensed across several states in Life, Health, and Annuities, and holding a Series 65 license as an Independent Advisor Representative, he provides comprehensive, fiduciary-level guidance tailored to each client’s goals.

A graduate of Arkansas State University with degrees in Accounting and Educational Leadership, Monty combines financial expertise with a passion for education. Based in Tennessee, he’s active in his community and enjoys spending time with family and friends, grilling, golfing, and cheering on local sports teams.