As a founding member and Managing Director, Private Wealth Advisor of The Eustis Group, Curtis is well adept to the specialized needs of individuals and families with wealth. He understands that relationships are built on trust and customized service. In his day to day role, Curtis coordinates the management of the team to provide comprehensive wealth planning and wealth management to a select group of families, business owners/executives, corporations, endowments, and foundations located across the country.

Curtis has garnered recognition as a leading Financial Advisor by multiple national publications. He has been ranked by Forbes as the #1 Advisor in the State of Louisiana for the past 5 years on the “Best-in-State Wealth Advisors” list (Published annually Jan – April. Rankings based on data as of June 30 of prior year). He was also chosen as the #1 Advisor in the State of Louisiana in 2023, 2022 and 2021 on Barron’s “Top 1,200 Financial Advisors” list (Published annually February – March. Rankings based on data as of September 30 of prior year). Curtis was ranked as one of “America’s Top Wealth Advisors” by Forbes from 2019 - 2023 (Published annually Aug – Oct. Rankings based on data as of Mar 31 – June 30 of current year). He was chosen by Financial Times as a “Top 400 Financial Adviser” in 2018, 2019, and 2020 (Published annually Mar – April. Rankings based on data as of June 30 of prior year) and as a “Top Financial Advisor: State by State” by Barron’s in 2012, and from 2015 - 2023 (Published annually February – March. Rankings based on data as of September 30 of prior year). In 2023, The Eustis Group was ranked on Forbes' inaugural "Best-in-State Wealth Management Teams" (Published on January 12, 2023. Rankings based on data as of March 31, 2022).

His success would not be possible without the effort of his 9 teammates, whom combined, have over 100+ years of rigorous training and experience guiding the complex needs of their clients.

Curtis is an active community member having served as Chairman of the Board for Lighthouse Louisiana, President of the Trinity Parent’s Group Dad’s Club, Head of School Society for Trinity Episcopal, Trinity Episcopal school Finance Committee, Board of Directors for the New Orleans Opera Association, Advisory Board for Bastion, and Chairman of the Trinity Episcopal School Endowment Committee. Curtis is currently a member of the Cornerstone Council for the Greater New Orleans Foundation and sits on the Board of Directors for the BK Historic House and Gardens. Curtis is a graduate of the University of Mississippi. He enjoys spending time with his wife, Celeste, and their three children: C.C., Collins and Clayton.




*Source: The Barron’s “Top 1,200 Financial Advisors: State-by-State” list, published annually February – March. Rankings based on data as of September 30 of prior year.

The Barron’s “Top 1,200 Financial Advisors” ranking considered advisors with a minimum of seven years financial services experience and who have been employed at their current firm for at least one year. This is a list of the top advisors in each state, with the number of ranking spots determined by each state’s population and wealth. Other quantitative and qualitative measures include assets under management, revenues generated by advisors for their firms, and the quality of the advisors’ practices, regulatory records, internal company documents, and 100-plus points of data provided by the advisors themselves. Rankings and recognition from Barron’s 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, and such rankings should not be construed as an endorsement of the advisor. Barron’s is a trademark of Dow Jones & Company, Inc. All rights reserved. Years prior to 2014, this list consisted of 1,000 Advisors.

*Source: Financial Times “400 Top Financial Advisers” list, published annually Mar - April. Rankings based on data as of June 30 of prior year.

The Financial Times “400 Top Financial Advisers” (FT 400) list is an independent listing produced annually by Ignites Research, a division of Money-Media, Inc., on behalf of the Financial Times. The FT 400 is based on data gathered from advisers, broker-dealer home offices, regulatory disclosures, and the FT’s research. The listing reflects each adviser’s status in six primary areas: assets under management (AUM), asset growth, compliance record, experience, credentials and online accessibility. This award does not evaluate the quality of services provided to clients and is not indicative of this adviser’s future performance. Neither the brokerages nor the advisers pay a fee to the Financial Times in exchange for inclusion in the FT 400. Rankings and recognition from the Financial Times 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, and such rankings should not be construed as an endorsement of the adviser. All rights reserved.

*Source: The Forbes “Best-in-State Wealth Advisors” list, published annually Jan - April. Rankings based on data as of June 30 of prior year.

Data provided by SHOOK® Research, LLC. Forbes Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings to measure best practices; also considered are: client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.

*Source: The Forbes “America’s Top Wealth Advisors” list, published annually Aug - Oct. Rankings based on data as of Mar 31 - June 30of current year.

Data provided by SHOOK® Research, LLC. America’s Top Wealth Advisors ranking was developed by SHOOK Research and is based on in person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of Forbes and not representative nor indicative of any one client’s experience, future performance, or investment outcome and should not be construed as an endorsement of the advisor. Rankings and recognition from Forbes 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. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.

*Source: The Forbes “Best-in-State Wealth Management Teams" list, published on January 12, 2023. Rankings based on data as of March 31, 2022.

Data provided by SHOOK® Research, LLC.  Forbes “Best-in-State Wealth Management Teams" ranking was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of each team's best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of Forbes and not representative nor indicative of any one client's experience, future performance, or investment outcome and should not be construed as an endorsement of the advisor. Rankings and recognition from Forbes 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. SHOOK's research and rankings provide opinions intended to help investors choose the right financial advisor and team, and are not indicative of future performance or representative of any one client's experience. Past performance is not an indication of future results.  Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC

Will joined The Eustis Group in 2021 as a Private Wealth Investment Management Specialist. He performs sophisticated modeling of financial strategies and constructs customized investment portfolios to match with clients’ risk tolerance and time horizon. Before joining Merrill, Will worked at OppenheimerFunds and T. Rowe Price, where he held roles with responsibilities in sales and portfolio construction. He graduated from Clemson University with a degree in Financial Management and is a CFA® charterholder. Will is happiest when engaged in the community, seeing live music, or running outdoors. He lives in the Bayou St. John neighborhood of New Orleans.

Kayla joined Merrill Lynch Wealth Management in 2016 as a Client Associate. Alongside Lana and James, Kayla is a primary source for many client needs, including requests for fund transfers and reconciliations.  Kayla graduated with a Bachelor’s Degree in Finance from Louisiana State University in 2014 and holds the Series 7, 63, and 65 FINRA registrations.  Prior to Merrill Lynch Wealth Management, she worked as a Branch Service Associate for 2 years with UBS Financial Services.  Kayla lives in Mandeville with her husband Chad where they enjoy traveling, spending time with family, and attending LSU and Saints football games.