Curtis J. Woodard, MBA, CTP, is a seasoned financial professional with experience in wealth management and advisory services. He began his career with respected firms such as Fidelity Investments and Morgan Stanley, guiding high-net-worth individuals through investment strategies and long-term planning. Curtis obtained his undergraduate degree in finance from Dallas Baptist University and an MBA from The University of Texas at Dallas.
He holds a Certified Treasury Professional (CTP) designation, underscoring his strong educational foundation and financial expertise. This is complemented by a consultative and relationship-focused approach. Curtis is dedicated to helping clients preserve wealth, grow assets, and achieve their financial goals.
Outside the office, Curtis enjoys biking and skiing in the mountains of New Mexico and Colorado. He is actively involved with local social organizations and collaborating with entrepreneurs.