People

Curtis Eustis

Curtis Eustis

Formal First Name
Curtis
Link
Dates
1975 - present
Location

Curtis Eustis, CPWA®, CPFA, Managing Director and Wealth Management Advisor of The Eustis Group at Merrill Lynch, has spent his entire financial services career with the firm since 1999. He coordinates the management of his team to provide comprehensive wealth management and strategic planning to affluent individuals and families, business owners/executives, corporations, endowments, and foundations located across the country. Throughout his career, Curtis has earned recognition as a leading financial advisor by multiple financial publications such as Forbes, Barron’s, and The Financial Times. He is also highly involved in his community. Curtis serves on the boards of various organizations, including the Lighthouse Louisiana, Trinity Parent's Group Dad's Club, and New Orleans Opera Association.

Professional Experience


Academic History

Awards and Recognitions

  • Forbes America's Top Wealth Advisors, 2019–2020
  • Forbes Best-in-State Wealth Advisors, 2019–2020
  • Barron's Top 1,200 Financial Advisors, 2015–2020
  • Financial Times Top 400 Financial Advisors, 2018–2020


Certifications and Designations


Community Involvement