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239-313-1583

Curt is responsible for overseeing the delivery of wealth management services, including planning, trust, investment management, family office, and private banking, to high-net-worth clients throughout Southwest Florida. Curt, along with his team, leverages the firm’s capabilities to help address the complexities of wealth planning for high-net-worth individuals and families.

Curt has more than two decades serving as a leader of wealth management teams in Southwest Florida. He provides guidance and solutions to successful families in Southwest Florida, including corporate executives, business owners, entrepreneurs, and others who have transitioned to retirement. Prior to joining Wilmington Trust, Curt held positions as executive director at JP Morgan, managing director of the Fifth Third Private Bank South Florida, and managing director of Wealth Services at Sabadell Bank & Trust.

He holds a bachelor’s degree from the School of Management at Boston University. Professional development is a priority for Curt, and he holds numerous professional designations. He is a CFP® professional having earned the CERTIFIED FINANCIAL PLANNER™ certification, Chartered Alternative Investment Analyst, Chartered Financial Consultant, Chartered Life Underwriter, and a Certified Divorce Financial Analyst. He is also a graduate of the Cannon Financial Institute. In addition, Curt holds the FINRA Series 7, 9, 10, 24, 63, and 65 licenses as well as Health and Life Insurance license. Additionally, he has been recognized locally as a Five Star Wealth Manager—an award  administered by Five Star Professional.

Curt is committed to community service. He is a board member (and past president) of the Estate Planning Council of Naples, is on the Philanthropy Committee at The Naples Community Hospital, serves on the Professional Advisors Committee for both the Collier Community Foundation and The Naples Community Hospital, and is a 2009 graduate of the Leadership Collier Program.

Curt and his wife are 25-year residents of Naples and truly embrace life in their community. They can often be found on the tennis courts, the golf course, at Naples Artis, The Gulfshore Playhouse, Opera Naples, or at Sugden Theatre. And when the end of the day rolls around, they can most likely be found strolling on the beach before a beautiful Naples sunset.