Curtis Williams

Curtis Williams, CFA, CAIA®, CFP®, is a Signing Director of Wealth Advisory at CLA, where they have focused on serving high net worth individuals for over 20 years. With an emphasis on building long-term relationships through financial planning and investment management, Curtis has previously held positions at Brandes Investment Partners, Fidelity Investments, RGT Wealth Advisors, and US Trust. They earned a Bachelor of Business Administration in Finance from the University of Texas at Austin, and obtained several financial designations, including the CFA, CAIA®, and CFP®. Currently, Curtis serves on the board of the Dallas Furniture Bank and has been involved with the American Heart Association in Dallas.