Dennis Curtis
- Role
- Senior Vice President Investments, Branch Manager - Stifel at Stifel Financial Corp.
- Location
- Little Rock, AR, US
- LinkedIn followers
- 500 followers
About Dennis Curtis
The Curtis Team provides customized strategies designed to help you grow and preserve…
Experience
Senior Vice President Investments, Branch Manager - Stifel
Dec 2011 — Present
I am Senior Vice President/Investments and Branch Manager with Stifel and co-founder of The Curtis Team. I began my investment career in 2006 and joined Stifel in 2011. The Curtis Team provides comprehensive, consultative, investment planning, risk management strategies, and wealth management services to affluent families and institutions. My team assists private business owners with in-depth pre-transaction planning and key decisions regarding multi-generational wealth, and we take an active role in facilitating family meetings and discussions around family governance and the education and preparation of the next generation as future stewards of the family\'s wealth. Acquired role as Senior Vice President/Investments in 2022. Acquired role as Branch Manager in 2013.
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