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$2.8 trillion
In invested assets globally
As of 06/30/2022
Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.
First Vice President–Wealth Management
Kleo Curry knows that having wealth can create complex needs. That’s why, for nearly 18 years, she has been helping clients successfully navigate volatile markets to meet their financial goals. Drawing upon her significant experience in financial planning, she works closely with clients to build customized portfolios specifically aligned with their short term financial needs and long term visions for the future. As a result of Kleo’s ongoing commitment to learning and providing tailored solutions to client needs, she went on to earn the CERTIFIED FINANCIAL PLANNER™ and Chartered Retirement Planning Counselor℠ certifications.
Having previously been a Registered Client Service Associate and a Wealth Strategy Associate, Kleo is attuned to both the day-to-day intricacies of delivering superior client service, as well as the complexities of high net worth wealth planning strategies for individuals and families. Moreover, her varied personal and professional experiences have instilled in her a passion for empowering women to take an active role in understanding and managing their finances.
Kleo grew up in Detroit, MI where she graduated from Adrian College with a degree in Political Science. Today she and her husband, Len, reside in Loudoun County, where she serves on the Loudoun County Transit Advisory Board. She formerly served on the Board of the Loudoun Abused Women’s Shelter. In addition to helping to champion civic causes, Kleo is an avid reader.
California Insurance License # 0M33717
Education
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
First Vice President–Wealth Management
Kleo Curry knows that having wealth can create complex needs. That’s why, for nearly 18 years, she has been helping clients successfully navigate volatile markets to meet their financial goals. Drawing upon her significant experience in financial planning, she works closely with clients to build customized portfolios specifically aligned with their short term financial needs and long term visions for the future. As a result of Kleo’s ongoing commitment to learning and providing tailored solutions to client needs, she went on to earn the CERTIFIED FINANCIAL PLANNER™ and Chartered Retirement Planning Counselor℠ certifications.
Having previously been a Registered Client Service Associate and a Wealth Strategy Associate, Kleo is attuned to both the day-to-day intricacies of delivering superior client service, as well as the complexities of high net worth wealth planning strategies for individuals and families. Moreover, her varied personal and professional experiences have instilled in her a passion for empowering women to take an active role in understanding and managing their finances.
Kleo grew up in Detroit, MI where she graduated from Adrian College with a degree in Political Science. Today she and her husband, Len, reside in Loudoun County, where she serves on the Loudoun County Transit Advisory Board. She formerly served on the Board of the Loudoun Abused Women’s Shelter. In addition to helping to champion civic causes, Kleo is an avid reader.
California Insurance License # 0M33717
Education
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.
For needs that go beyond your own—to help you improve the lives of others
What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.
Learn more at ubs.com/wealthway.
$2.8 trillion
In invested assets globally
As of 06/30/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
