Moneta Group Partner David Curtis works on the Curtis Team to help clients achieve their financial goals.
David earned his B.S. in Finance from the Kelley School of Business at Indiana University. With over 16 years of financial experience, David has gained expertise in banking, corporate finance, and wealth management. He joined the Curtis Team in 2003.
At Moneta, David works to do what is right for his clients, providing the ‘Raving Fan’ service they expect and deserve and making sure they get the best advice possible.
As a member of one of Moneta’s few father-son teams, David strongly believes in the Family CFO concept. David, his father, and his brother work together as a team to provide a personal level of service for every unique client.
They also strive to stay ahead of the curve in terms of service, expertise, and experience. In fact, David’s passion for serving his clients fuels his ongoing thirst for knowledge and his efforts to keep not only himself, but also his clients, updated with the newest information.
When not at Moneta, David stays actively involved in the St. Louis community. His passions for finance, the St. Louis Cardinals and military veterans fuel his activities. He loves spending time with his wife, Cari, and their daughter, who always keeps them on their toes.
- CERTIFIED FINANCIAL PLANNER™
- Joshua Chamberlain Society, Advisory Board Member
- Mercy Ministries, Life Skills Instructor-Finance
- Eagle Scout