Team

Thomas

With a rich background spanning over three decades, Tom Curtis is a seasoned professional in the realm of personal finance. Tom holds an undergraduate degree in finance from The Catholic University of America. Since 1994, he has dedicated himself to helping individuals navigate the complexities of financial management with expertise and insight. As a testament to his commitment to excellence, Tom earned the prestigious designation of CERTIFIED FINANCIAL PLANNER™ in 2011, further solidifying his status as a trusted advisor in the field. He served as an Assistant Vice President at UBS Financial Services and at Merrill Lynch. In 2005, Tom co-founded Wealth Management Partners for the purpose of providing a higher level of service to his clients, with a focus on relationship building and choreographing a brighter future for individuals and families. Tom serves as the branch manager.