Curi Capital is pleased to welcome Dylan Stroud, CFP®, as a Wealth Advisor in our Raleigh office. Dylan joins the firm’s Wealth Management team, partnering with clients to navigate complex financial decisions and pursue their long-term goals through comprehensive wealth planning.
“Dylan’s experience serving entrepreneurs and multigenerational families makes him a tremendous addition to our Raleigh office,” said Barbara Black, CFP®, Senior Wealth Manager. “His comprehensive approach, depth of experience, and commitment to delivering personalized financial guidance align with Curi Capital’s mission and will further strengthen our ability to serve clients across the region.”
Dylan brings extensive experience as a financial advisor, most recently serving as Director of Portfolio & Wealth Advisory at BBR Partners. He previously advised clients at Simon Quick Advisors. Throughout his career, Dylan has counseled a diverse range of clients, from entrepreneurs and wealth creators to multigenerational families.
A CERTIFIED FINANCIAL PLANNER™ professional since 2019, Dylan earned a Bachelor of Science in Business Administration from Washington & Lee University, where he graduated cum laude and was a four-year member of the men’s soccer team.
“I’m excited to join Curi Capital because the firm’s commitment to putting clients first reflects the values that have guided me throughout my career,” said Dylan. “The depth of expertise across every area of wealth management enables advisors to provide truly comprehensive guidance, and the culture of kindness, collaboration, and intellectual curiosity makes it a unique place to serve clients.”
