John Curtis

Background

About John Curtis

John Curtis-Senior Financial Advisor, Senior Vice President With over 40 years of experience in financial services, John has dedicated himself to provide clients with the finest individually tailored approach to financial and investment strategies. At the heart of John's philosophy is a passion to build enduring client relationships. His commitment is to provide outstanding guidance and service. John advises clients on wealth accumulation, preservation and transfer through individual wealth management strategies. The process includes portfolio development, liability management, tax minimization, and asset preservation with a specific emphasis on helping to assure a lifetime, retirement income stream. John and his business partner of 30 years, Frederick E. Palmer, keep abreast of opportunities and trends necessary to deliver results suited to your specific needs and expectations. John graduated from University of Illinois in 1974 and his education has continued throughout his career including professional certification from The Wharton School and multiple regulatory designations.*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.