Emily Curry Middlebrook Wealth certified financial planner

Emily Curry

CLIENT SERVICES MANAGER

Specializes in:

Life/LTC Insurance, Rollovers, & Estate Processing

Emily serves as the Client Service Manager for Middlebrook Wealth, a position that plays a crucial role in the organization by connecting client needs with the solutions provided by the team. Her responsibilities include ensuring that clients' interactions with the office are meaningful and productive, involving thorough preparation for client meetings, and maintaining prompt and accurate communication with clients. Her dedication to her career is driven by her strong relationships with clients and her innate service-oriented mindset.

Emily's background in customer service and operations brings significant value to Middlebrook Wealth. Her expertise in these areas contributes to delivering valuable and meaningful experiences to clients. She recognizes the importance of behind-the-scenes operations in the overall success of the business.

With over 30 years of experience in the customer service industry, Emily's expertise is well-established. Before joining Middlebrook Wealth, she held notable positions such as Senior Branch Office Administrator with Edward Jones Investments, Human Resource Generalist with Kerry Foods, and Customer Service Representative with RR Donnelley & Sons. Her educational background includes a Bachelor of Science degree in Business & Marketing from George Mason University.

Emily resides in Bridgewater, VA, alongside her husband Clint. Originally from Brandywine, WV, Emily's upbringing involved a strong work ethic rooted in her family's poultry-raising business. Her belief in doing a job right reflects her values and dedication. Outside of work, Emily and Clint enjoy traveling to destinations like Montana and Wyoming or spending quality time with their identical twin grandsons, Parker and Brody.

Emily Curry Middlebrook Wealth cfp
Emily Curry Middlebrook Wealth cfp financial planner
Emily Curry Middlebrook Wealth cfps

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