wealth advisor Archives

Wealth management views from Raymond James’ Curtis Smith


Curtis L. Smith, Wealth advisor, Raymond James Financial Services, Inc. Smith is currently a wealth advisor with Raymond James overseeing locations in Arizona and Nebraska since 2009. Smith served as a financial consultant for Wells Fargo’s Wealth Management Group from 2006 to 2009 and began his career in the securities industry at Morgan Stanley’s Private Client Group… Read More →

NB|AZ Hires New Wealth Advisor


National Bank of Arizona (NB|AZ) announced Robert Wagner as a new wealth advisor at its Gainey Ranch Wealth Center. Wagner brings numerous years of financial planning, business development and strategic planning experience to his new position at NB|AZ. As a NB|AZ wealth advisor, Wagner will be responsible for developing high net-worth investment management relationships by… Read More →