Tyler Curlee
Financial Advisor
Tyler was raised the small town of Norwood, NC close to Lake Tillery. He attended North Carolina State and received a B.A. in Economics. He served as a student senator for the University. Upon graduation in 2005, Tyler knew he wanted to either pursue a law degree or enter the financial services industry. After meeting with Clif and Diane Robinson, he knew Robinson and Associates was the right fit. Tyler has qualified for President’s Club each of the last five years. He has worked extensively with North Carolina School Employees in conducting a variety of different workshops built to address the financial issues that educators face today. Tyler has expanded his business to include small businesses, working families, and retirees. He will work one on one with you to understand your current financial situation and your financial goals. He will then design and help you implement a financial plan that is customized to your needs. He has furthered his education by attaining an Executive Certificate in Financial Planning from Duke University. Tyler is happily married to Jennifer and they are expecting their first child.
The President's Club award recognizes those Lincoln Investment financial advisors who have achieved the firm's first level of annual qualifying criteria based on overall production, new clients, advisory accounts and assets. Lincoln Investment honors them for their dedication to helping people retire well presenting them with this award.
Awards are not indicative of future performance. Working with an award winner is no guarantee of future financial success. Individuals should conduct their own evaluation.