Tom Curtis holds an undergraduate degree in finance from The Catholic University of America. He has been working in personal finance for more than 25 years as a CERTIFIED FINANCIAL PLANNER professional. He served as an Assistant Vice President at UBS Financial Services and at Merrill Lynch. In 2005, Tom co-founded Wealth Management Partners for the purpose of providing a higher level of service to his clients, with a focus on relationship building and choreographing a brighter future for individuals and families. Tom serves as the branch manager. At WMP, Tom's approach to financial planning is evident in all that we do. He has crafted a company cultur
Thomas Curtis
Managing Partner
Wealth Management Partners LLC
United States, Arizona, Tucson
About Me
Profile Information
Managing Partner
Wealth Management Partners LLC
Investment Team,Operations Team
Investor
RIA/Wealth Manager/Asset Manager
Tucson
Arizona
United States
Aug 7, 2024
Work Experience
Wealth Management Partners LLC
Managing Partner Jan 2005 - Present
Email: thomas.curtis@wmpaz.com
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