NAIFA Presents

Decades at the Top:

Mark Curtis on Success, Teams, and the Future of Wealth Management

NAIFA will host a rare and exclusive conversation with one of the nation’s top-ranked financial advisors: Mark Curtis, Managing Director, Investments & Wealth Management of Graystone Consulting, a division of Morgan Stanley. In this special session moderated by NAIFA Trustee Jesse Dogillo, attendees will gain behind-the-scenes insights from Mark’s remarkable career leading a team that manages approximately $490 billion in assets. During this session, Jesse will guide Mark through:

• His journey of consistency in achieving elite status year after year in the wealth management profession
• His strategies for building and leading high-performing teams that deliver value and sustain long-term success
• His insights into emerging industry trends, from cultivating the right team culture to the impact of artificial intelligence on financial advising 

Learning Objectives:

• The capabilities and mindsets that drive sustained success
• How to build a resilient, high-impact career in an evolving marketplace 
• Mark's enduring principles for leadership, adaptability, and client trust
  
  

Seats are limited. Register today to reserve your place.

This event will not be recorded.

Thursday, December 18th, 2025

12:00 pm - 1:00 pm eastern

Registration Fee*

Live Event:

FREE for Members

FREE for Non-Members

Brought to you by: 

NAIFA and NAIFA-Silicon Valley