Topline | Scott Curtis

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Scott Curtis

Wealth Management Advisor, Senior Vic... at Merrill Lynch Wealth Management

Intro Book

Seasoned financial expert with 40 years of experience in wealth management and financial planning.

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Location

Great Neck, New York, United States, US

Languages

English Native or bilingual proficiency

Skills

Alternative Investments
Financial Planning
Chartered Retirement Planning Counselor

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Rate

This rate is determined by the professional's skill set, client collaboration, experience and appearance on lineups.

$250.0

Hourly Rate

How This Rate is Calculated

Okay, let’s tackle this. So Scott Curtis has 40 years of experience in wealth management and financial planning, which is extremely valuable. He's a Chartered Retirement Planning Counselor, which is a prestigious certification. Location is Great Neck, New York, which is a high-cost area. Financial planners with his level of experience, especially in retirement planning, typically charge higher rates. Maybe around $200–$300 per hour? But considering his certifications and experience, maybe higher. Some top financial planners can charge $400+. Let’s check averages. Financial planners with his background might average $250–$350. So I’ll estimate around $275, considering his certifications and experience.

Bio

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Topline AI

Scott Curtis is a seasoned financial expert with 40 years of experience in wealth management, financial planning, and alternative investments. He holds a Master's and Bachelor's degree from Baruch College and New York University, respectively, and is a Chartered Retirement Planning Counselor.

Credentials

Chartered Retirement Planning Counselor

College For Financial Planning

Feb, 2005
- Jun, 2026

Experience

Merrill Lynch Wealth Management
- Wealth Management Advisor, Senior Vice President
  - Aug 1983 - Present

Education

1999 - 2001

Baruch College

1999 - 2001
1979 - 1983

New York University

1979 - 1983

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

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Scott Curtis

Refer a Friend to Get
100 Credits For FREE

$250.0

Hourly Rate