Lucy Curiel is a Client Service Executive at Kilter Group, where she brings two decades of experience and a commitment to empowering clients to achieve their goals. What began as a part-time college job at a small investment firm grew into a lifelong career. Witnessing the gaps in financial education, particularly from her own upbringing, Lucy became inspired to help others bridge those gaps and find clarity in their financial lives.
Lucy’s personal experiences and challenges have shaped her empathetic approach to financial services. She is driven by a desire to guide clients toward financial success and make complex financial matters approachable and manageable. Her goal is to create lasting relationships built on trust and genuine care.
Expertise
She brings deep expertise in client relationship management, financial planning support, and operational execution. With her Series 65 license and over 20 years in the industry, Lucy has worked alongside advisors to translate complex financial strategies into clear, actionable steps for clients. She is particularly skilled at simplifying investment concepts, managing account operations, and anticipating client needs with a calm, solutions-oriented approach.
What Drives Her
Lucy genuinely enjoys helping clients navigate financial challenges and celebrating their achievements. Seeing the relief or excitement on a client’s face after overcoming an obstacle fuels her passion for her work. She strives to be a dependable source of guidance and support, helping clients take confident steps toward their goals with a sense of optimism and clarity.
Beyond the Office
In her free time, Lucy can be found connecting with family and friends. Her curiosity drives her to continually seek knowledge, which she applies to better serve our clients. Known for her resourcefulness and dependability, Lucy is someone her loved ones count on for advice and support.
Lucy Curiel’s dedication to empowering clients and simplifying financial complexity makes her a valuable member of the Kilter Group team. Her thoughtful approach ensures every client feels confident and supported on their financial journey.