PROFESSIONAL PROFILE
Curtis L. Bunch Jr. is a Financial Advisor with The Virnoche Group at Merrill Lynch in San Mateo, California. He has been in the financial services industry since 1999. Prior to joining Merrill Lynch in 2008, he spent nine years with Smith Barney a division of Citigroup.
Curtis received his BS degree in Business Administration with a concentration in Marketing from San Francisco State University and his AA degree in Business Administration from College of San Mateo. He is currently a member of the San Mateo Chamber of Commerce and is active in the community.
He focuses on wealth management and provides financial solutions designed to meet each client’s investment, education and retirement planning needs, including wealth protection and estate planning services. Drawing on his experience and Merrill Lynch's global resources, Curtis develops personalized solutions to address the complex needs of individuals and business owners. He understands that one of the biggest challenges for an individual, family, or business is creating a financial strategy to reach their financial goals. Curtis utilizes Merrill Lynch's time-tested Wealth Management Process to accomplish this. He is committed to understanding the specific situations of the people and businesses he works with; thereby being able to establish objectives, develop an appropriate strategy, recommend solutions, and review the progress made toward reaching those goals and objectives. Once the goals and objectives have been established, he will then select from a broad range of capabilities from within the Merrill Lynch platform that are designed to help clients build their financial life. Curtis feels that commitment to the review process and accessibility in-between scheduled reviews are essential components in achieving the desired result with any investment portfolio.
He currently lives in San Mateo with his wife and three children. He enjoys going to the beach with his family on a warm summer day and playing golf in his free time.