D. Marcus Curles
CFP®, CRPC®
Financial Advisor
The depth of experience combined with our team approach makes Savant an environment where I can help bring a higher level of thinking and service to all my clients.
Skip to content
Education &
Affiliations &
Marc is a financial advisor in Savant’s Birmingham, AL office.
As a CERTIFIED FINANCIAL PLANNER® professional and Chartered Retirement Planning CounselorSM (CRPC®), Marc is knowledgeable in all areas of financial planning, including wealth transfer and philanthropy, proactive income and estate tax planning, retirement cash flow projections, retirement income optimization, insurance needs analyses, debt management, and education funding.
Marc has been involved in the financial services industry since 2007. He was a financial advisor for Bridgeworth from 2008 until it joined with Savant in 2023. Prior to joining Bridgeworth, he spent 16 years as a sales manager for a manufacturing company.
Marc is a member of the Financial Planning Association of North Alabama. During the fall, he is an official for college football games in the Southeastern Conference (SEC). Marc is a member of Sigma Chi fraternity and Valleydale Church. In 2011, he was inducted into the Mitchell County Georgia Sports Hall of Fame.
Marc earned a bachelor of mechanical engineering degree from Georgia Institute of Technology.
Marc and his wife Toni have three children. They enjoy raising cattle in their spare time.
Education &
Designations
- Georgia Institute of Technology
Bachelor of Mechanical Engineering - CERTIFIED FINANCIAL PLANNER® professional
- Chartered Retirement Planning CounselorSM (CRPC®)
Affiliations &
Community Service
- Financial Planning Association of North Alabama – member
- Southeastern Conference (SEC) – football official
- Sigma Chi fraternity – member
- Valleydale Church – member
- Mitchell County Georgia Sports Hall of Fame – inductee, 2011
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.