Denis Curcio

  • CFP®

Financial Planner & Portfolio Manager

“Creating value through comprehensive financial planning.”

DENIS R. CURCIO, CFP®, is a financial advisor with Carroll Financial Associates, Inc. and has over 15 years’ experience in the financial services industry. He attended Jacksonville University where he earned a Bachelor’s degree in Finance in 1997. He went on to complete his Master’s in Business Administration from the University of Florida in 2005. He received his Certified Financial Planner® designation in 2008, and is a registered representative of Cetera Advisor Networks, LLC.

Denis provides financial planning to high net worth individuals and their families. He focuses his efforts on comprehensive financial planning in the areas of retirement planning, asset allocation, investments, risk management, income tax, education, wealth transfer, estate planning and charitable giving. His integrated consultative approach helps clients develop strategies to achieve their major financial goals.

Denis Curcio's Approach

Creating value through comprehensive financial planning.

- Denis Curcio

Denis provides financial planning to high net worth individuals and their families. He focuses his efforts on comprehensive financial planning specializing in estate planning, wealth transfer and charitable giving. His integrated consultative approach helps clients develop strategies to pursue their major financial goals.