Denis Curcio

Denis is a financial advisor and has over 20 years of experience in the financial services industry. He attended Jacksonville University where he earned a Bachelor’s degree in Finance in 1997. He went on to complete his Master’s in Business Administration from the University of Florida in 2005. He received his Certified Financial Planner® designation in 2008. Denis provides financial planning to high-net-worth individuals and their families. He focuses his efforts on comprehensive financial planning in the areas of retirement planning, asset allocation, investments, risk management, income tax, education, wealth transfer, estate planning and charitable giving. His integrated consultative approach helps clients develop strategies to pursue their major financial goals.