Curt C. Edwards is an experienced wealth management leader specializing in advising ultra-high-net-worth individuals, foundations, and families across the United States. He oversees teams serving approximately fifty families, providing strategic financial guidance and fostering a high-performance advisory culture. Mr. Edwards holds a BSBA from Boston University and has built a distinguished career with firms including Paine Webber and JP Morgan. He maintains numerous professional designations - CFP, ChFC, CDFA, CAIA, and CLU – and continues to expand his expertise, most recently earning an MIT certificate in AI. Committed to community engagement, he is active in nonprofit work and passionate about mentoring young people. Outside the office, he enjoys golfing and spending time with his wife, family, and their dog. Looking ahead, he is focused on expanding and strengthening offices in Atlanta and Naples, while continuing to build high performing advisory.