Curtis Godt
Advisor at Merrill
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.
Advisor at Merrill
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.
Firm
Merrill
Location
Sacramento, CA 95814
Credentials
Series 63, Series 65
Industry experience
36 years
Curtis Godt is a Senior Financial Advisor with Merrill Lynch Wealth Management, specializing in discretionary portfolio management for high net worth clients. With over three decades of experience in the investment management industry, he focuses on personal retirement planning, portfolio management services, and retirement income strategies. Curtis works to create flexible wealth management plans tailored to clients’ evolving financial goals and market conditions.
A fifth generation Californian born in Berkeley and raised in Sacramento, Curtis holds a Bachelor's degree from the University of California, Berkeley, earned in 1986. He began his career in January 1989 with Merrill Lynch Wealth Management in Palo Alto. Curtis maintains the Personal Investment Advisor (PIA) designation and contributes to several professional and fraternal organizations, including Union-Tehama Lodge No. 3 of the California Free and Accepted Masons, the Sacramento Valley chapter of the Scottish Rite of Freemasonry, and the Ben Ali Shrine of Shriners International.
Residing in Elk Grove with his wife and son, Curtis is committed to community involvement and participates in local organizations, including his high school reunion activities. Outside of his professional work, he enjoys golfing, reading, and spending time with his family.
Bank Of America, N.A.
2011 - Present (15 years)
Merrill Lynch, Pierce, Fenner & Smith Incorporated
2011 - Present (15 years)
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