William Curtis

William C. Curtis

Private Advisor, Senior Portfolio Manager, Managing Director

William Curtis is a Managing Director and Private Advisor within the Rockefeller Global Family Office. Prior to joining Rockefeller, William had a long career with both Morgan Stanely and Merrill Lynch.

For over 22 years, William has been an advisor to the needs of high and ultra-high-net-worth individuals, families, and business owners. With a focus on holistic wealth planning and family office services, William has many years of experience handling the unique circumstances and challenges associated with liquidity events and the complex planning associated with pre and post-transaction advice and guidance.

William earned a bachelor’s degree in financial planning at the University of Alabama. As an advocate for children, William serves on the Foundation Board, Annual Fund Committee, and Dream Society for Children’s Healthcare of Atlanta. In addition, he serves on the board for the Georgia Chapter of the National Multiple Sclerosis Society. He lives in Atlanta with his wife, Bonnie, and their two children.

*For more information about the selection criteria for each award, please consult the sponsor’s website.  Rankings, ratings, and recognitions should not be construed as an endorsement of the advisor, are not representative nor indicative of any one client’s experience, are no guarantee of future investment success, and do not ensure that a current or prospective client will experience a higher level of performance results or client service.