Who We Are
R. TIMOTHY CURRAN, JD
CERTIFIED FINANCIAL PLANNER™
Tim is a CERTIFIED FINANCIAL PLANNER™ at The Finance Couple™ and has been in the financial services industry since 1996. He is a non-practicing attorney and an Arbitrator for the Southeast region of FINRA.
Tim graduated from the University of Texas at Austin and subsequently received his law degree from South Texas College of Law. He practiced law in Georgia to familiarize himself with the legal attributes of personal financial situations, such as tax and estate matters.
In 1996, Tim became a financial advisor at A.G. Edwards & Sons, where he earned the title of Vice President of Investments. Thereafter, he was recruited by UBS Financial Services, where he was not only a Vice President of Investments, but also a Senior Retirement Planning Consultant. In 2003, Tim became an independent advisor and affiliated with LPL Financial, where he has consistently qualified through production as one of the club level advisors at LPL Financial. LPL Financial is the largest independent broker/dealer in the U.S. (based on total revenue; Financial Planning Magazine, June 1996-2022).
Tim not only creates comprehensive financial plans for individuals, but personally oversees the assets for those people as well. He holds several registrations with LPL Financial, including his FINRA Series 7, 24, 63 and 65. Additionally, he has his life and health insurance licenses, and is admitted to practice in several different states including North Carolina and South Carolina.
Tim resides in the Greenville, SC area with his wife, Wynne, and their dog, Trevi. His son lives and works in nearby Charlotte and his daughter attends college in Columbia, South Carolina. Tim is active with the local community, including serving on the Board of Directors for the Greenville Police Foundation. He also travels extensively to visit with clients or lecture around the country.
WYNNE B. CURRAN
LPL FINANCIAL ADVISOR
Wynne is an LPL Financial Advisor at The Finance Couple™ and has been in the financial services industry since 2005. She works primarily with individuals and holds her FINRA Series 7 and 66 registrations with LPL Financial. She is licensed to practice in several different states including South Carolina. Additionally, she holds her life insurance license.
Prior to working with LPL, Wynne was an Area Vice President for a national property management firm where she gained extensive experience with budget creation & implementation, operational efficiencies and client relations. After taking some special time off to stay at home with her children, she began her career in finance with LPL. LPL Financial is the largest independent broker/dealer in the U.S. (based on total revenue; Financial Planning Magazine, June 1996-2022).
Wynne resides in the Greenville, SC area with her husband, Tim, and their dog, Trevi. Her son lives and works in nearby Charlotte and her daughter attends college in Columbia, South Carolina. Wynne has previously served on the PTSO Board of her children’s school, has volunteered with various organizations and currently works with Jasmine Road, who’s mission is to provide a path to healing and employment for women survivors, in Greenville.
CLIENT SERVICES EXECUTIVE
Megan is a Client Services Executive at The Finance Couple™. She performs various administrative duties including office accounting, new client account setup and implementation, and various marketing projects.
A graduate of Boston College, she remained in the Boston area for almost two decades. Much of her career was in customer service, working as a registered nurse and computer consultant for a national medical software company.
Megan lives at Lake Murrey with her husband and dog, Brady. She has 3 grown children residing in Charlotte and Charleston. She is involved with many charitable organizations including the Men’s Shelter of Charlotte, as well as her church. She has been on the PTO board at her children’s schools and she is currently working as a lacrosse coach at her children’s high school.