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.
DJ CURTIS, JR. & KELLY DUNLAP NAMED TO THE
Senior Vice President/Investments; Branch Manager
DJ is Senior Vice President/Investments and Branch Manager with Stifel and co-founder of The Curtis Team. He began his investment career in 2006 and joined Stifel in 2011. He and his team provide comprehensive, consultative investment planning, risk management, and wealth management strategies to affluent families and institutions. DJ focuses on assisting private business owners with in-depth pre-transaction planning and key decisions regarding multi-generational wealth. He takes an active role in facilitating family meetings and discussions surrounding family governance and the education and preparation of the next generation as future stewards of the family’s wealth.
DJ was named to Forbes’ 2022 Best-in-State Wealth Advisors list, which spotlights more than 5,000 top-performing advisors, and to Forbes’ 2022 Top Next-Gen Wealth Advisors. He is also a member of the Stifel Chairman’s Council, which consisted of 378 of the firm’s top-producing financial advisors for 2021, who were recognized from among approximately 2,300 Stifel financial advisors nationwide.
DJ holds the Chartered Life Underwriter® and Chartered Retirement Planning Counselor™ designations and earned a B.S.B.A. from the University of Arkansas in Fayetteville. He resides in Little Rock with his wife, Rachael, and their two young sons. He enjoys spending time competing in golf tournaments, hiking, and following his two favorite teams, the Arkansas Razorbacks and the St. Louis Cardinals. Outside of work and outdoor adventures, he and Rachael both share a passion to serve the Juvenile Diabetes Research Foundation here in Central Arkansas. He also volunteers his time to the Boys and Girls Club of America.
Senior Vice President/Investments
Since 2002, Kelley has helped develop personalized strategies to address the complex needs of affluent families. She also works closely with her clients’ trusted tax professionals and attorneys to help her clients manage their assets. A large majority of those families are business owners, and The Curtis Team understands how the success of a well-thought-out retirement plan may have a significant impact on their business.
Utilizing the knowledge she gained in earning the Chartered Retirement Planning Counselor™ designation, Kelley assists business owners in developing a retirement plan tailored to their needs. She first analyzes their current plan, and then prices non-proprietary vendor options. She then focuses on working with the business owner on plan implementation, employee communication initiatives, fee analysis, and periodic investment review.
In 2022, Kelley was named to Forbes’ Top Women Wealth Advisors List, to Forbes’ Best-in-State Wealth Advisors List, and to Stifel’s prestigious Chairman’s Council.
Kelley graduated from the University of Arkansas, where she was a member of Chi Omega. She lives in Little Rock along with her husband, Bryan, and their two young boys. When Kelley isn’t spending time with her family, she is active with her church, the Arkansas Children’s Hospital Auxiliary, and a Junior League of Little Rock Sustainer board member.
Registered Client Service Associate
Robin joined The Curtis Team in 2018 and serves as the team’s service leader. Beginning her financial services career in 1993, she offers a distinctive blend of professional and personal service. She shares in our commitment to client service and has an individualized approach to each of the team’s clients and their families. She is responsible for the team’s administrative duties, including ongoing client support and online services.
Robin attended the University of Arkansas at Little Rock and holds Series 7, 63, and 65 securities licenses. Outside the office, she enjoys the outdoors, hiking with her German Shepherd, Sheba, and spending time with family and friends.
Registered Client Service Associate
Denise began her financial services career in 1989 and joined The Curtis Team in 2019. As onboarding liaison, she assists the team with various administrative duties, including opening new accounts and scheduling reviews. She brings a personal touch to client service and appreciates the preferences of each of the team’s clients and their families. She is also responsible for marketing and event planning and strives to find new ways to show how the team values their clients.
Denise earned a Bachelor of Business Administration in Finance from the University of Arkansas in Little Rock. She holds Series 7 and 66 securities licenses.
Denise and her husband, Kyle, have two grown sons, Mitch, and Jacob. She enjoys traveling, gardening, and spending time with friends and family.
Read, watch, or listen to our timely investor insights.
Sight|Lines is a weekly note, meant to help clients and colleagues focus on a key insight amid the roar of market noise. Available as a written document, recap video, and a podcast.
Market Pulse is a publication sent when the market moves about +/- 2% on a given day. It is meant to educate clients on what has moved the market that day, what we believe will move the market for the duration of the quarter and our investment outlook.
Hosted by Michael O’Keeffe, Stifel Chief Investment Officer, the Investment Strategy Brief is a monthly market update from Stifel’s Investment Strategy team.
Although relocating is relatively easy, determining domicile can be tricky.
If you are receiving Social Security benefits or planning to claim benefits in the near future, you should be aware of the following guidelines for claiming strategies, which were enacted as part of the Bipartisan Budget Act of 2015.
When was the last time you checked to see who was listed as the beneficiary of your individual retirement account (IRA) or retirement plan? Many of us name beneficiaries when establishing an account, but we often forget to review them.
This article covers which type of insurance could be needed for several types of individuals in different scenarios.
The Internal Revenue Service announced on June 23 (through IRS Notice 2020-51) that anyone who has already taken a required minimum distribution (RMD) in 2020 from certain retirement accounts now has the opportunity to roll those funds back into a retirement account by August 31, 2020, following the CARES Act RMD waiver for 2020.
Investing for retirement is a long-term journey. Whether your retirement is 40 years away or right around the corner, it’s important to remember that retiring from your career is just the beginning.
Do you own multiple IRAs at various institutions? Over the years, many investors make annual IRA contributions or complete qualified plan rollovers to different accounts at numerous financial institutions and now find it costly and confusing to keep track of all the accounts.
One of the major changes under the SECURE Act is the elimination of the “stretch” distribution strategy for inherited IRAs and retirement plans.
The long-term care (LTC) insurance marketplace is changing quickly, and you have more options to choose from than ever before. Read on for the pros and cons of the three main types of coverage.
An employer-sponsored retirement plan offers many benefits to your employees and your company as well. There are many different retirement plan options available.
When planning for retirement, it is important to create a savings strategy in an effort to optimize asset growth in a tax-efficient manner. Understanding which account types offer tax deferral and tax-free distributions may help you save significant chunks of your wealth for retirement years.
Why would you embark on your financial journey without planning and forethought? Just as with travel, there is more than one route to take toward achieving your financial goals.
Volatility – it’s a term we’ve heard a lot in the media and felt in the markets recently.
If you’re in the accumulation phase, you may view volatility as opportunity. But as you get closer to retirement, this viewpoint may shift more to uncertainty. Volatile times like these are when it can be most valuable to work with a Financial Advisor.
When creating your estate plan, it is important to consider how income taxes may impact your beneficiaries. In order to do this, you need to have a basic understanding of cost basis rules.
Reaching a certain age means being able to save even more and new financial opportunities to get ready for your retirement years.
IRA rules are designed to discourage early distributions, and a 10% penalty is imposed on distributions taken prior to the IRA holder reaching age 59½. However, the law provides several exceptions to the penalty.
One of the primary goals of estate planning is to maximize the assets that will pass to your heirs while minimizing the tax liability of your estate. One particularly effective strategy for working toward that goal is referred to as an estate freeze technique.