Peggy Curtis serves as a Planning Associate. She is also a Financial Paraplanner Qualified Professional™ (FPQP™) and completed a rigorous course of study, covering the complexities of basic financial planning topics and their real-life applications. She takes pride in ensuring that client service and administration is of high quality and uses her experience and expertise to support our advisors on day-to-day interactions with client requests.

In her day-to-day role, Peggy keeps busy assisting our advisors with both client service and financial planning tasks. She cheerfully provides all assistance possible to help make your investment and financial planning experience an enjoyable one.

Peggy graduated from St. Petersburg College in Clearwater, Florida with an Associates in Liberal Arts. Peggy has attended many certification trainings with various technical institutes and learning centers to obtain certifications in Microsoft Office and other accounting software. Peggy obtained her FPQP™ designation in January 2019.

Originally from Long Island, New York, Peggy has lived in Florida for over 35 years! Outside of work, she enjoys spending time with her family and her dachshund, Peanut Butter. Next time you see Peggy, do not hesitate to discuss your travels or any museums you have recently visited, as these are both hobbies that Peggy enjoys too.