Our Team
Curtis Harrell
Senior Financial Advisor
Senior Financial Advisor
Curtis’s Advantage
Curtis joined Advantage Wealth Partners in 2024 and serves as an experienced servicing advisor. He holds Series 7, 63, and 65 licenses, as well as a Florida Life & Annuity license. A Southwest Florida native, Curtis earned his bachelor’s degree in finance from Palm Beach Atlantic University.
Before joining Advantage Wealth Partners, Curtis brought more than eight years of financial industry experience. He works closely with Alfie and David on financial planning and client reviews, helping clients understand their portfolios and stay aligned with their long-term financial goals.
Outside of the office, Curtis values spending time with his wife and two children.
Reach out to Curtis for assistance with:
• eMoney Client Portal
• Portfolio Reviews
• Assets Under Management Information & Service
