Curtis Eustis
Advisor at Merrill
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Curtis Eustis is a Private Wealth Advisor and Managing Director, as well as a founding member of The Eustis Group at Merrill Private Wealth Management. In this role, he leads a team that provides financial planning and wealth management solutions to affluent families, business owners, executives, corporations, endowments, and foundations across the United States. Curtis specializes in addressing the financial needs of individuals and families with significant wealth, focusing on delivering client service characterized by trust and transparency.
Curtis has been recognized for his professional achievements, having been ranked the #1 Private Wealth Advisor in Louisiana by Forbes Magazine for seven consecutive years and the #1 Advisor in Louisiana by Barron's for five consecutive years as of 2025. He attributes these honors to the collaborative efforts of his team at The Eustis Group. Curtis holds professional designations including Certified Plan Fiduciary Advisor (CPFA), Certified Private Wealth Advisor (CPWA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned a bachelor's degree from the University of Mississippi.
Active in the New Orleans community, Curtis serves on the Cornerstone Council for the Greater New Orleans Foundation and on the Board of Directors for the BK Historic House and Gardens. His prior leadership roles include Chairman of the Board for Lighthouse Louisiana, President of the Trinity Parent’s Group Dad’s Club, and Chairman of the Trinity Episcopal School Endowment Committee. Curtis enjoys spending time with his wife, Celeste, and their three children.
Client services
Based on Merrill
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
Expertise
Wealth management
General estate planning guidance
Charitable giving & philanthropy
Business ownership considerations
Retirement income strategy
Occupation focus
Founder/Business Owner
Executive
Demographic focus
Women Professionals
Location
601 Poydras St
New Orleans, LA 70130
Most active in
Curtis E has reported serving >5 clients in these states in the last 12 months.
Louisiana · Mississippi · Texas
Work history
Bank Of America, N.a.
2011 - Present (15 years)
Merrill
1999 - Present (27 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
Marigny D
Series 66
New Orleans, LA
deMauriac LLC
Ryan F
CFP®
New Orleans, LA
Deliberate Finances
I specialize in working with people who inherit significant wealth at a relatively young age. I've seen time and again clients go through a sudden loss and also have their entire financial picture radically change in a matter of months. Suddenly coming into a large amount of money adds complexity both on the technical side (taxes, investing, retirement, probate, etc.) but also on the identity side: Who am I now? What has changed and what hasn't? How do I do my best to value this money while not valuing it TOO much? These are the types of questions I love helping clients wrestle with. Before becoming a fee-only financial planner, I worked as a teacher and then as a school administrator overseeing HR, including recruiting and hiring teachers. Working in HR revealed a lot about the financial lives of employees, and that’s where the lightbulb went off: Too many people feel overwhelmed with their finances, always wondering if they're making mistakes. And too many people who want help are taken advantage of or shut out by our financial institutions. I changed careers, earned a certificate in financial planning from L.S.U., became a CFP® professional, and started Deliberate Finances. I work primarily with couples in their 30's and 40's to help make sure your money is going to supporting your ideal life, and NOT going to things that you ultimately don't value highly. When not working, I’m exploring a New Orleans festival with my wife & two kids, running or biking around the city, or watching way too many hours of tragic Minnesota sports teams. I also tend to be on one nonprofit board or another at all times.
Amy W
CFP®, Series 63
Kenner, LA
Winchester Capital Services, LLC
Steven A
Series 63, Series 65
New Orleans, LA
GEM Street Capital Management
Jamin E
Series 65
New Orleans, LA
Estep Capital Management
Andrew C
CFA®
New Orleans, LA
Emeth Value Capital, LLC
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