William Curtis is a Managing Director and Private Advisor within the Rockefeller Global Family Office. Prior to joining Rockefeller, William had a long career with both Morgan Stanely and Merrill Lynch. For over 22 years, William has been an advisor to the needs of high and ultra-high-net-worth individuals, families, and business owners. With a focus on holistic wealth planning and family office services, William has many years of experience handling the unique circumstances and challenges associated with liquidity events and the complex planning associated with pre and post-transaction advice and guidance. William earned a bachelor’s degree in financial planning at the University of Alab