Cfp® David McCurdy

David McCurdy, CFP®, is a professional with a diverse background in finance, real estate, and engineering.

Currently, David serves as the Senior VP at ExchangeRight Securities, LLC, focusing on delivering stable income and asset preservation to accredited 1031 and 1033 investors through 1031-exchangeable DST portfolios of net-leased properties.

David's educational background includes a CFP certification from the College for Financial Planning, a Master's degree in Management from Georgia State University, and a Bachelor's in Industrial Engineering from North Carolina State University.

With an extensive career history, David has held various roles such as National Sales Director, Regional Vice President, Sales and Marketing Director, and Certified Financial Planner/Wealth Manager at notable organizations like Transamerica, Steadfast Capital Markets Group, and Inland Securities Corporation.

David's professional journey also includes experiences in web development and engineering, showcasing his versatile skill set and expertise in different domains.

ExchangeRight's mission under David's leadership is to offer investors stable and predictable income by targeting corporate tenants in necessity retail and combining multiple portfolios of net-leased assets for greater diversification and value in portfolio sales.

David McCurdy's commitment to long-term success and providing value to investors is evident through his leadership roles and contributions to the financial and real estate sectors.