Ana Curry, MD (ret)
Planning Associate, Carter Advisory Services
Professional
Ana serves as a Planning Associate at Carter Financial Management, working with clients and the advisory team to develop, evaluate and update financial plans that reflect each client’s individual goals, priorities and circumstances. She brings a thoughtful and detail-oriented approach to the planning process, helping clients anticipate changing needs and make informed decisions over time.
Before entering the financial planning profession, Ana practiced medicine and spent many years helping individuals and families navigate complex health care decisions. Her experiences in medicine, caregiving and service have given her a unique perspective on the importance of careful planning, clear communication and preparing for both expected and unexpected life events.
Ana is currently pursuing CFP® certification as she continues to expand her knowledge and expertise in comprehensive financial planning.
Education
Ana earned a Bachelor of Science in Biochemistry from Texas A&M University and a Doctor of Medicine from the Texas A&M University College of Medicine. She completed her residency in internal medicine at Texas A&M Health Science Center–Scott & White Hospital in Temple, Texas.
Professional Experience
Ana practiced hospital medicine at Baylor Medical Center in Garland from 1996 to 2004. After stepping away from active clinical practice, she continued to help friends and family navigate the health care system on a volunteer basis. She retired her medical license in 2021 before turning her attention more fully toward financial planning.
Leadership & Service
Throughout the years, Ana has been actively involved in her community and in organizations important to her family. She has served in numerous volunteer roles at her children’s schools, with Scouts BSA, and in an administrative role supporting the Elite Clubs National League (ECNL) program at Sting Soccer Club.
Her personal experience has also included serving as a financial and medical power of attorney and as an executor, giving her firsthand perspective on the responsibilities involved in helping others manage important financial, medical and estate matters.
Ana currently serves as president of her neighborhood association and as a member of the Visiting Nurse Association Board of Directors.
Personal
Ana and her husband, Gene, are the parents of four children. In their free time, they enjoy cheering on their favorite teams, spending time with friends and traveling.
They particularly enjoy exploring the world with National Geographic-Lindblad Expeditions and share a love of scuba diving.