Curtis is an experienced servicing advisor at Advantage Wealth Partners with licenses in Series 63, 65, 7, and the Florida Life & Annuity License. Originally from SWFL, he earned his bachelor’s degree in finance from Palm Beach Atlantic University.

Before joining Advantage Wealth Partners, Curtis had been in the finance industry for over 8 years. He works closely with Alfie and David in financial planning and client reviews. Outside of the office, he values spending time with his wife, Haley, and daughter, Sophie.

Reach out to Curtis for assistance with:

• Emoney Client Portal
• A review of your portfolio
• Assets Under Management information or service