Curtis Searcy, MBA, CFP® serves as President of the Trust & Family Office division of Parkside Financial Bank & Trust and is a member of the Parkside Financial, Inc. Board of Directors. Since joining our team in 2021, he is helping shape our strategic direction, building a high-performing division, attracting expert talent and supporting Parkside team members as they develop their skills and expertise. Committed to providing a truly uncommon, “client first” experience, Curtis ensures our team is providing unbiased, customized advice with the superior service our distinguished clientele deserves.
Curtis offers more than 27 years of diverse financial services experience, focused on developing and growing market share in the private wealth management industry. He specializes in recruiting, training and developing elite teams and regions, executive leadership, enhancing the client experience, and cross-departmental business line management. Prior to joining Parkside, Curtis dedicated nearly 20 years to directing a robust regional private wealth management department for one of the nation’s leading banks. Experience managing all of the multi-faceted aspects of a wealth management team uniquely enables Curtis to lead Parkside’s Trust & Family Office division.
A graduate of Kent State University, Curtis continued his education earning a Master of Business Administration degree from Eastern Kentucky University in 2001. He is a CERTIFIED FINANCIAL PLANNER™ professional. Drawing from a diverse background in portfolio management, business development, executive leadership and organization structural development, Curtis is leading Parkside in our next phase of growth.