Alexandria, VA

Michael J. Kurka/007 formally joined the Moors & Cabot business family in October 2017.  His career in financial services began in 1993 when he accepted a position as a Financial Consultant at Merrill Lynch & Co. in Alexandria, Virginia. After seven years of tremendous success, he was offered a position to forego working with clients and to instead join the ranks of Merrill’s managerial team. Though flattered by the offer, he wanted to continue to work for and to serve individual client needs, which led him to instead accept a position as a Financial Advisor in the Alexandria, Virginia office of Smith Barney (then owned by Citigroup). In June 2009, Smith Barney and Morgan Stanley merged, which eventually became Morgan Stanley Inc. Michael rose to the position of Senior Vice President-Wealth Management. His team was #1 ranked at the firm in all of Virginia in 2015. He also represented over 175 Virginia financial advisors as the founding representative on a newly implemented Advisory Council to senior Morgan Stanley management from 2013-2015. 

Mr. Kurka is licensed and registered in 35 states to enact security transactions. Additionally, he holds insurance licenses in many of the same states in which he is registered for securities, has completed the Series 31 Managed Futures examination, has a financial planning specialist award from Smith Barney issued in 2004, and is an Investment Advisor Representative.

Michael’s team takes a holistic, planning-based approach to wealth management. The team distinguishes itself from its peers by implementing a customized approach toward helping clients to solve problems while accomplishing financial goals versus the “boiler-plate, assembly-line” method used by many within the profession. Their area of focus and specialization include:

• Financial Planning(Estate; Retirement; College; Income Tax; etc.)

• Retirement Income Asset Management and Strategies

• Small business cash flow and retirement needs

• Active duty and retired military financial area of focus

• Asset and liability(lines of credit; other lending) management focus

• Corporate Executive services

• Insurance, Long Term Care, and Annuity solutions

• Individually – managed stock and bond portfolios(some exposure to separately managed accounts as well)

Michael graduated from the U.S. Naval Academy, and then went on to serve as an unrestricted line officer for nearly six years. His Naval tenure including a six month NATO-based mission throughout the North Sea and other operational areas of the North Atlantic while serving onboard a guided-missile frigate. His more noteworthy assignment occurred while serving on the guided-missile destroyer, USS Macdonough DDG-39. During his time onboard, then-Lieutenant Kurka served in the Arabian Gulf in theatre for six months in support of Operations Desert Shield/Desert Storm. He now resides in Alexandria, VA with his beautiful wife of 16 years, Stephanie, along with their two sons, Cameron and Preston.  Michael played on the Navy Basketball team for two and a half seasons with former NBA MVP and two-time “Dream Team” player David Robinson. He still actively plays basketball, and has coached both sons in a Fairfax County Youth Basketball League. From time spent with his father as a youth, he enjoys ALL activities that are 007 related, and anything/everything that has a James Bond connection. The family also enjoys skiing, golf, running, swimming, riding roller coasters, and reading. They are active members both in attendance and in leadership positions within the Bush Hill Presbyterian Church. He is also a 45-year member of the U.S. American Legion/Sons of the American Legion.

Steve joined Moors & Cabot in 2001 and was promoted to Branch Manager of the firm’s Capitol area Alexandria, VA office in 2004. He has over 23 years of experience as a financial professional. Steve specializes in helping clients make informed investment decisions to work towards their specific financial and retirement goals. 

A 1996 graduate of Coastal Carolina Universitys School of Business, Steve offers a well rounded, personalized approach. He is skilled at breaking down the complexities of the markets to assist clients in choosing investment strategies they understand. 

Steve helps several nonprofits with their unique investment needs which include reviewing and making Investment Policy recommendations.  Adhering to the Investment Policy reduces board risk and sets a clear understanding of the investment goals. Steve rebalances portfolios on a regular basis to help make sure they stay in line with their policy.

Steve holds licenses in Insurance, Securities, and he is an Investment Advisor Representative. He provides a planning-based business approach designed to meet each client’s goals using a tailored selection of the following platforms:    

• Individual Equities

• Corporate and Tax-Free Municipal Bonds

• Exchange Traded Funds (ETF’s)

• Unit Investment Trusts (UIT’s)

• Mutual Funds

• Treasuries

• Individually managed portfolios

Steve resides in his native Arlington, VA, where he is active with his family, community, and church. He supported two of his daughters through the collegiate level in Rowing and another in Irish dance at the World level. In addition, Steve is an active member in the non-profit community. He previously served as the chair on the Staff Parish Relations Committee and Finance Committee at his Church. Steve is an advocate for Veterans issues and supports the Vietnam Veterans Memorial Fund, National League of POW/MIA Families, and SDIT. A registered boat Captain and former sailing instructor, Steve supports the Potomac Swim for the Environment promoting river water quality.  A mountain bike enthusiast, Steve previously served on the Board of Phoenix Bikes in Arlington, VA, a non-profit bike shop that teaches life skills to at-risk youth.

Mark has over 25 years of financial sector experience, including nearly two decades dedicated to advising clients. Mark holds a degree in Economics from St. Lawrence University and has earned his CERTIFIED FINANCIAL PLANNER™ designation. He is actively involved in coaching youth baseball and is an avid supporter of The Lane Thomas Foundation, a nonprofit devoted to helping children in need of life-saving organ transplants. Mark and his wife, Ana,  have lived in Northern Virginia for 20 years and are the parents of two young children.

Prior to joining Moors & Cabot in 2024, Akhil spent 4 years at Goldman Sachs in Salt Lake City, UT en route to Miami, FL. During his tenure at Goldman, Akhil amassed his knowledge of the Capital Markets through his roles with the Interest Rates and Credit Derivatives trading desks. From there he transitioned to the Wealth Management space working with the clients ranging from Ultra-High-Net-Worth individuals to corporate executives.

Akhil is devoted to developing long-term relationships with his clients to help balance the stress of juggling work, family, and their lifestyle while managing the impact today’s decisions have on tomorrow’s outcomes. He leverages a myriad of financial planning tools and strategies including retirement planning, risk management, investment management, college funding, cash flow management, and estate planning to serve each of his clients individual circumstances.

Akhil currently resides in Miami, FL where he enjoys the year round sun as an avid golfer and runner. He can be found watching the San Antonio Spurs, and New Orleans Saints as an avid sports fan during their seasons.

Akhil is a graduate of Drexel University where he majored in Business and Engineering with a minor in Legal Studies. He currently holds the SIE, Series 7, and Series 66 licenses.