Ann Case, a life-long resident of Missouri entered the financial services industry in 1981 working with
clients from all walks of life, she strives to assist each one by addressing financial goals and continuing to
plan for tomorrow providing personalized customer service.
As a CERTIFIED FINANCIAL PLANNER™ Practitioner, she holds securities registrations 7, 63 and 4 with LPL
Financial, as well as Life and Health Insurance.
Ann received her Associates of Arts degree from York College, York, NE, her Bachelor of Arts in Political
Science from the University of Missouri-Kansas City, and her MBA from Rockhurst College in Kansas City.
In 1987 she received her Certified Financial Planner (CFP®) certification and in 2002, her Accredited
Asset Management Specialist (AAMS) certification.
Ann currently serves on the Good Samaritan Board of Directors and the Watkins Mill Association. She
was past President of the Excelsior Springs Museum and Archives Board, President of the Lawson Rotary
Club, Vice-President of the Excelsior Springs Optimist Club and Co-Art Chairperson with the Downtown
Ann has been named four years, Five Star: Best in Client Satisfaction. This elite Five Star award is
bestowed on those wealth managers who have exemplified service, knowledge and communication.
Ann Curty-Case is among just 7% of the wealth managers in the Kansas City area to be chosen by their
clients and financial services industry professionals for this elite award as a Five Star: Best in Client
Satisfaction. This elite Five Star award* is bestowed on those wealth managers who have exemplified
service, knowledge, and communication.
*Award based on 10 objective criteria associated with providing quality services to clients such as
credentials, experience, and assets under management among other factors. Wealth managers do not
pay a fee to be considered or placed on the final list of 2013 Five Star Wealth Managers
Investment advice offered through PCG Wealth Advisors, a registered investment advisor. PCG Wealth Advisors and Wealthsprings are separate entities from LPL Financial.