Patrick Curran, CRPS ®, AIF®

Senior Client Consultant

Patrick Curran joined Unified Trust in March of 2017 and serves as a Senior Client Consultant. Mr. Curran was a former Financial Advisor with Northwestern Mutual and Wells Fargo Advisors prior to joining Unified Trust. He received a Bachelor’s degree in Corporate Finance, as well as a minor degree in Economics from St. John’s University. Mr. Curran is responsible for the Relationship of our East Coast and Midwest Regional clients. He is assigned to plans larger than $20 million and Financial Advisor partners who have a book of business larger than $50 million. He also manages direct cases in his region where there is no Financial Advisor of record on the plan. He has previously passed the FINRA Series 7, 6, 66 and 63 Exams as well as held a MN Life/Health Insurance Producer license. Mr. Curran currently holds the Certified Retirement Plan Specialist (CRPS®) designation from the American College. He is an Accredited Investment Fiduciary (AIF®). Mr. Curran is also licensed under the Fi360 FEDC program, where he is qualified to provide fiduciary training to Plan Sponsors and their Investment Committees. Mr. Curran currently resides in Charlotte, NC.

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