Curtis Smith has been in the finance industry for almost two decades. With experience at large financial groups such as Raymond James, Wells Fargo, and Morgan Stanley, Curtis understands the importance of building strong relationships with clients.
As a wealth advisor, Curtis works with his clients to coordinate their Wealth Management plan in areas of Investment Management, Retirement Planning, Asset Protection, and Estate Prevention. Curtis is committed to helping each client achieve their financial goals.
Curtis is a United States Air Force Veteran serving with USAF for 8 years. Formerly from Nebraska he also enjoys spending his time between Nebraska and Arizona. Curtis actively volunteers his time to local nonprofit organizations. He enjoys spending his free time with his family and partaking in many outdoor activities such as cycling, golf, and running.