Our Team

William L. Curry, JD, CLU, ChFC, RFC, AEP

(302) 651-9191
(877) 428-5813

As a financial consultant and attorney, William Curry is a multi-faceted professional capable of helping people with virtually all their financial neecls. "My mission” he says, "is to help affluent individuals and families plan, implement and manage every phase of their pre- and post-retirement life, ensuring that their Golden Years are just that - truly golden."

Bill, a financial professional since 1969, has over four decades of experience guiding clients through the vagaries of the economy. His credentials include a BA in Economics, MBA and JD (Juris Doctor) from Widener University. He's also earned four certifications - Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), Registered Financial Consultant (RFC) and Accredited Estate Planner (AEP) - which required advanced coursework in taxes, retirement planning, estate planning, investments, risk management and other financial issues.

Bill's professionalism has brought him numerous industry honors, including membership in the Million Dollar Round Table's Top of the Table and lnternational Forum, placing him among the top one percent of insurance professionals worldwide. An even greater tribute to him, though, is his loyal clientele, which continues to grow, thanks to clients' recommendations.

Bill and his wife, Jennifer, have two children and three grandchildren. In his leisure time, he is a sports fan, golfer and avid salmon fisherman. He serves his community as Chairman of the Board of Rodney Street Tennis & Tutoring, helping at-risk children.

Jerome A. Poole

Financial Advisor and Investment Advisor Agent with Kovack Advisors, Inc.

(954) 782-4771

Jerry has been in the financial services industry for over 40 years. He has considerable experience in leading extended pre-retirement workshops and giving senior financial planning seminars. He is a Certified SR Advisor and holds federal and state licenses covering both securities and insurance products. Jerry has a comprehensive background in tax and estate planning and now predominately serves senior clients.

Jerry received a BA from Colby College and an Mdiv from Andover Newton Theological Seminary. He is an ordained minister who is active in both his church and community. He and his wife, Susan, are the proud parents of six children and the grandparents of ten. He enjoys staying fit, cold water swimming, sailing in Maine, making music, painting with water colors and especially, “spending time with the kids”.

More than 35 years ago, Jerry was part of a team that conducted 10 day long seminar programs for DuPont and Hercules executives who were looking toward retirement. To this day, he is guided by a basic truth established during those seminars – retirement planning is more than a matter of money. Developing the best financial and estate plans are tantamount; doing so, however, in light of how people want to spend the rest of their live(s) and how they want to ultimately distribute their estate(s) is equally important.

Curry Poole Group, owned by Jerry Poole and his partner Bill Curry, is heavily involved with seniors by providing educational seminars and assisting in a myriad of financial planning needs. From tax planning to estate planning, investment planning and more, Curry Poole Group designs and assists in the implementation of ideas that will help our clients now and in the future.

Jerry is a Registered Representative of Kovack Securities Inc. and Vice President of Curry Poole Group LLC, a firm that has provided trusted financial counsel, innovative investment and insurance solutions to individuals and businesses for over 25 years. He will help provide a clear, understandable analysis of your financial profile, help you set realistic goals and assist you in determining the most effective methods of achieving your financial goals. Curry Poole Group also designs and implements ideas that help its clients in the areas of asset creation and preservation, business succession plans, employer/employee benefit plans and much more. Planning is tailored to each situation and ranges from basic solutions to the most sophisticated strategies available.


William L. Curry and Jerome A. Poole are registered representatives with and securities are offered through
Berthel Fisher & Company Financial Services, Inc. (BFCFS). Member FINRA/SIPC. Advisory services offered through BFC Planning, Inc.
Curry Poole Group, LLC
is not affiliated with BFCFS/BFC Planning Inc.


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