Kevin C. Curtis, CFP®, AEP®

Kevin joined Summit Trail Advisors as a Partner in 2019 with more than two decades of experience in the financial services industry, most recently at Wilmington Trust. Kevin provides comprehensive wealth management advice to clients, working together to develop financial strategies to help them meet their current needs and plan for their futures. He provides a range of services based on each client's unique needs, including investment management, planning, philanthropy, trust, private banking, family engagement and family office services. Kevin is a member of the Estate Planning Council of Central Pennsylvania and the National Association of Estate Planners & Councils. He sits on the board of directors for the Greater Carlisle Area Chamber of Commerce, Carlisle Business Education Foundation, Susquehanna Art Museum, and serves as co-chair of the United Way of Carlisle & Cumberland County Tocqueville Society.