“It’s not what you make, but what you keep.” This truth and key element of wealth building is the founding pillar on which the founders of Buckingham Curry have established a growing engine for financial empowerment and wealth building. Buckingham Curry Wealth Builders is quickly becoming the foremost resource on and for true financial wellness.
Sidney and Saundra Curry founded the company, formerly known as BC Holdings, in August of 2001. With over 25 years of experience in the financial industry and 20 years of experience in sales, leadership and entrepreneurship. The founders offer over 45 years of experience empowering and educating people in the ever-endangered area of financial wellness.
Buckingham Curry creates and delivers financial wellness programs and services to companies, colleges/universities, high schools, training organizations, government entities and nonprofit organizations.
“Our goal is to assist our clients’ bottom line by empowering their most valuable resource—their employees and students—build, manage, maintain and grow their individual bottom lines,” Curry, president and CEO.
These proven and effective services include conducting tailored onsite workshops and seminars. In addition, each participant is equipped with a financial wellness toolkit, personal financial coaching on the phone, via e-mail or person-to-person, e-mailed financial tips and benchmarking services.
Participants (i.e., wealth builders) are also supported by, Wealth Starter, an ongoing resource for making most financial decisions. This software, created and designed by Buckingham Curry assists participants in areas such as budgeting, debt reduction, credit, retirement planning, buying a home, buying a car, and many other financial management state of affairs.
Buckingham Curry utilizes five key components to empower wealth builders to financial wellness: build wealth, protect your wealth, protect your income, life planning, build your financial team. The company has seen success on many fronts boasting a host of clients who realize the added value Buckingham Curry brings to its employees and students. To name a few, Albany State University, Alive Hospice, Allstate Insurance Company, Bridgewater College, Cardinal Health, Colgate-Palmolive, INROADS, Inc., Premiere Building Maintenance Corporation, Fleetguard/Cummins, Jacob’s Creek Job Corps Conservation Center, Major Commercial Cleaning, Meek, Inc., Meharry Medical College, Metro Nashville Schools, MIG-Visteon, Sumner County, TN, Sumner Regional Medical Center, University of Tennessee at Martin, Vanderbilt University, and Worcester University.
Buckingham Curry is a veteran-owned (service disabled veteran owned small business certification pending), woman-owned and minority-owned business certified by the Tennessee Minority Supplier Development Council. The company is honored to have been endowed with countless awards and recognitions for performance.
The following are a few:
Saundra B. Curry is co-founder and President/CEO of Buckingham Curry, LLC. Prior to establishing BC Holdings, Saundra spent over two decades in the financial services industry. Experience includes serving as a financial consultant, distribution manager, strategic planning manager and senior lending officer/relationship manager in Private Banking as the lead relationship manager for the Titans (NFL) and Predators (NHL) relationships. During her journey in the financial services industry, she was recognized in the media for her many achievements and accomplishments as a top performer in the areas of sales and product development.
A native of Nashville, Saundra received a B.S. from The University of Tennessee at Chattanooga and earned an Executive MBA from Vanderbilt Owen School of Management in 1992. She currently holds a Health, Life and Variable Annuity Insurance license and has held both Series 7 and 63 licenses. Saundra is an avid supporter of community initiatives as a board member for several non-profit organizations. (link to community involvement)
Saundra currently lives in Hendersonville, TN with her husband, Sidney, and their two children. They attend Temple Church in Nashville.
Sidney Curry is co-founder and Vice-President of Buckingham Curry, LLC overseeing business development and the sales force. A native of Troy, Alabama, Sidney attended Tuskegee University and Middle Tennessee State University. After college, he began a career in sales consistently receiving top sales awards. Sidney later became manager partner of two restaurant franchises where he managed multi-million dollar budgets while also increasing sales and customer service standards. He also established a restaurant consulting company.
Sidney is a combat military veteran serving during the Gulf War (Desert Shield/Desert Storm) as a medical and legal specialist. Community involvement has included being a member of the Gulf War Veterans Association in addition to many other organizations. (link to community involvement).
Sidney currently lives in Hendersonville, TN with his wife, Saundra, and their two children. They attend Temple Church in Nashville.
Buckingham Curry Wealth Builders is a firm that sells business to business. Its target markets are as follows:
BCWB targets companies with 50 or more employees. Most companies employ the workshops, toolkits, FinTips and coaching services.
Every college and university is an opportunity BCWB. Our collegiate 12 Month Financial Wellness Planner is very popular and designed for Freshman, Sophomore and Junior students. The Total Financial Wellness Toolkit is designed for Seniors. Colleges and universities also utilize the seminars and FinTips for all students.
In addition to undergraduate, BCWB services medical/dental/graduate schools. We fulfill the mandate to provide a debt management seminar for graduating seniors and have introduced financial management to freshman medical students. Seminars, the Total Financial Wellness Toolkit and 12-Month Financial Wellness Planner for Medical/Dental/Graduate Students are used to service this target market.
High schools represent a very large market. They most often utilize the Total Financial Wellness Toolkit (as a curriculum based program), 12-Month Financial Wellness Planner for High School Students and FinTips.
Training companies, such as INROADS, Inc and Job Corp, are target market groups because they require curriculum which addresses personal finances. BCWB has several products to service this market including train-the-trainer packages. Courses include Credit Management, Financial Planning, and Total Financial Wellness. Materials include the Total Financial Wellness Toolkit, 12-Month Financial Wellness Planner (version depends on population), FinTips, E-Coaching, Facilitators Guides and PowerPoint Presentations.
Government agencies are prime targets whether it is the city, county, state or federal agencies. BCWB has provided products for couples who file for marriage licenses, to training seminars and coaching services for employees. Materials most used include seminars/workshops, Total Financial Wellness Toolkit, FinTips and personal coaching services.
Certification by Tennessee Minority Supplier Diversity Council
Service Disabled Veteran Owned Small Business (SDVOSB) certification pending