Curtis Henson

t: 904.280.4015

f: 904.280.9764


Our primary regulator, FINRA, provides numerous investor education materials. One resource is Broker Check which provides information about firms and financial advisors.

Curtis Henson

Managing Director

Registered Representative



For over 30 years Curtis Henson has worked with individuals, families and employers with a goal of realizing wealth accumulation and solid retirement planning.  He is a Chartered Retirement Planning Counselor® (CRPC®) and a Chartered Retirement
Plans Specialist (CRPS).

For over 30 years he worked with Merrill Lynch and AIG-Valic. As an independent financial advisor since 2012 he has the opportunity to build a personal relationship with his clients and their families. Working together to design an asset allocation strategy that works for you and your family.  Today we have the tools to analyze your spending as well as an investment plan with an eye on your future.  Assumptions do change over time.  That is why success is achieved with regular meetings and communications.

Curtis divides his time between offices in Ponte Vedra Beach, FL and Jupiter, FL. As the Past President of Goodwill Industries of North Florida and the current Chairperson for the Goodwill Endowment of North Florida Curtis is passionate about helping people get jobs. “Not Charity, but a Chance emerges.” For recreation Curtis and his fiancé enjoy the gym, paddle boarding, scuba and cycling.