Veronica Curran

Veronica is a client service associate who plays a key role in supporting clients and advisors alike, with a particular focus on onboarding and account maintenance. She works closely with various custodians and plays a vital role in behind-the-scenes operations, helping ensure daily processes run smoothly.  Veronica is passionate about creating efficiency and consistency so financial advisors can focus on delivering exceptional service to their clients.

Prior to entering the financial services industry, Veronica spent 16 years in education, where she developed strong skills in organization, communication and service. She now applies that experience to support advisors and clients with care and attention to detail. She earned her bachelor’s degree in music education from Florida State University (Go Noles!), graduating Cum Laude and transitioned into finance to pursue new professional challenges.

Outside of work, Veronica enjoys performing as a trombonist throughout the community, tackling home renovation projects and spending quality time with family and friends.