J. “Curry” Nicholson, Jr., CFP®

Managing Partner, Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ Professional

curry.nicholson@magnatewealth.com

Curry provides personalized and comprehensive financial planning for his clients through his affiliation with Magnate Wealth Management and Silver Oak Securities. His approach is based on the understanding of a client’s needs and goals and implementing planning and investment strategies aligned to meet the client’s objectives. He prides himself on honesty, loyalty and providing unbiased information to those he serves. Curry believes these characteristics are vital in establishing long-term business relationships – not just accounts.

His practice is geared toward addressing retirement accumulation and income distribution, large asset purchase accumulation, development of efficient wealth transfer strategies, education funding and risk management strategies including; disability income, long term care, and life insurance for individuals. For corporate clients, employee benefit analysis and retirement plan design and investment management are of paramount importance.

Professional Designations & Licenses

CERTIFIED FINANCIAL PLANNER™ Professional

Series 66 – Uniform Combined State

SIE – Securities Industry Essentials

Series 7 – General Securities Representative

Life, Health, Variable, Property & Casualty Insurance

Real Estate Association

Formal Education & Experience

Magnate Wealth Management: Managing Partner, Investment Advisor Representative

Capital Wealth Management/Silver Oak Securities: Registered Representative & Investment Advisor Representative

Bellarmine University – Certified in Financial Planning

University of Kentucky – Bachelor of Business Administration in Finance & Economics

Civic Involvement

Uspiritus – Board of Directors, Chairman

Anchorage Presbyterian Church – Member

Boy Scouts of America (hold rank of Eagle Scout) – Volunteer

Boys & Girls Club of Kentuckiana – Volunteer

Habitat for Humanity – Volunteer