Dennis R. Curtis, CIMA®
Senior Vice President/Investments
 

As a founding member of The Curtis Team, Dennis specializes in investment management, tax and estate planning strategies, and wealth transfer planning for high-net-worth investors, families, and business owners.  Since 1973, Dennis has provided wealth management services related to the buying and selling of companies and coordinates with clients’ attorneys and tax professionals to help manage their wealth. 

Dennis earned the Certified Investment Management Analyst® (CIMA®) designation from The Investments & Wealth Institute™, which provided him with advanced training on complex portfolio construction, investment fundamentals, and wealth management.  He is also qualified to help clients select the most appropriate money manager for their needs, and when necessary, make timely recommendations to transition as changes occur over time.

While attending the University of Arkansas in Fayetteville, Dennis was a member of Pi Kappa Alpha and a freshman basketball player for the Razorbacks.  He continued his education and graduated from University of Arkansas at Little Rock.  He and his wife, Lyn, moved to Little Rock to be closer to their kids and grandkids.  Dennis is active in his church, serving as a deacon, elder, and chairman of trustees.

 

Stifel does not provide legal or tax advice.  Please consult with your legal and tax advisors regarding your particular situation.