Tax & financial planning associate
Early Career Experiences
While in college, Curtis served as a Finance Intern with McDonald’s Corporation in their Raleigh Regional Headquarters. Through persistence, performance, dedication, and hard work, Curtis earned a full athletic scholarship to play football at The University of North Carolina at Chapel Hill after joining the team as a walk-on. During his tenure there, he earned multiple varsity football letters and All-ACC scholar-athlete awards as the starting fullback.
After graduating with both a Master of Accounting and Bachelor of Science in Business Administration from The Kenan-Flagler Business School at UNC Chapel Hill, he began his own financial advisory practice at Merrill Lynch in Durham, NC. His practice served a variety of professionals from diverse occupations, ranging from professional athletes to physicians and educators. Curtis then transitioned his practice to MassMutual of Raleigh before joining Fulbright Financial Consulting, PA.
Curtis is the current Tax and Financial Planning Associate for Fulbright & Fulbright, CPA, PA and Fulbright Financial Consulting, PA.
Curtis holds both his Series 7 and Series 66 licenses, making him a general securities registered representative and also a registered investment advisor representative.
Role at the Firms
Curtis is responsible for financial planning, investment advisory, client relations, as well as tax planning and preparation for educators, entrepreneurs, executives and retirees predominantly in technical and regulated industries.