Curtis Williams

Senior Wealth Advisor
CLA Dallas
CliftonLarsonAllen Wealth Advisors, LLC

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Education

University of Texas at Austin - BBA Finance

Overview

Curtis has been in the financial services industry for over 18 years focusing on serving the needs of high net worth individuals. As a fiduciary, he helps clients navigate the complex financial world with an emphasis on building relationships through long term financial planning and investment management.

Upcoming speaking engagements

Resources and event materials

In the community

Curtis is serves on the Board of Directors of the Dallas Furniture Bank as a member of the Finance committee.