Serving successful families and business owners across generations
The Curtis Team provides customized strategies designed to help you grow and preserve your wealth for you and your family for generations to come. We specialize in helping our clients develop a comprehensive, cohesive financial strategy that suits their unique needs and helps them to pursue both short- and long-term strategies.
Dennis (DJ) Curtis, Jr. Named
Forbes’ Best-in-State Next-Gen Wealth Advisors rankings are based on the 12-month period ending March 31 of the year of publication, and Forbes’ Best-in-State Wealth Advisors and Best-in-State Wealth Management Teams rankings are based on the 12-month period ending June 30 and March 31, respectively, of the year prior to publication. Each are selected by SHOOK Research, LLC from a pool of nominations as indicated in the methodology. The rankings may not be representative of any one client’s experience and are not indicative of the financial advisor’s future performance. For more information, see www.stifel.info/award-disclosures.
Kelley Curtis Dunlap Named
Forbes’ Best-in-State Wealth Advisors, Best-in-State Women Wealth Advisors, and Best-in-State Wealth Management Teams rankings are based on the 12-month period ending June 30, March 31, and September 30, respectively, of the year prior to publication. Each are selected by SHOOK Research, LLC from a pool of nominations as indicated in the methodology. The rankings may not be representative of any one client’s experience and are not indicative of the financial advisor’s future performance. For more information, see e www.stifel.info/award-disclosures.
Senior Vice President/Investments; Branch Manager
Senior Vice President/Investments
Registered Client Service Associate
Registered Client Service Associate
Stay Informed
Read, watch, or listen to our timely investor insights.