Client relationships based on honesty, integrity and service
Decades of expertise to help you prepare for the future
Client relationships based on honesty, integrity and service
Decades of expertise to help you prepare for the future
Client relationships based on honesty, integrity and service
Decades of expertise to help you prepare for the future
Curtis Wilson
Owner and President
Curtis Wilson is the owner and president of Summit Investment Group, LLC. Curtis earned a bachelor’s degree in Business Administration from the University of Oklahoma. He has been working with clients and investments since 1986. He served with Morgan Stanley Dean Witter and Merrill Lynch prior to forming the forerunner company to Summit in 2004, which later became Summit Investment Group, LLC in 2006. Curt Wilson’s registrations consist of the Series 7, 63, and 65 as well as state licenses for Accident & Health, Life, Variable Life/Variable Annuity and Long Term Care Insurance. Curt is married to Sydney Wilson. Together they have two children and reside in Tulsa, Oklahoma.
Curtis Wilson
Owner and President
Curtis Wilson is the owner and president of Summit Investment Group, LLC. Curtis earned a bachelor’s degree in Business Administration from the University of Oklahoma. He has been working with clients and investments since 1986. He served with Morgan Stanley Dean Witter and Merrill Lynch prior to forming the forerunner company to Summit in 2004, which later became Summit Investment Group, LLC in 2006. Curt Wilson’s registrations consist of the Series 7, 63, and 65 as well as state licenses for Accident & Health, Life, Variable Life/Variable Annuity and Long Term Care Insurance. Curt is married to Sydney Wilson. Together they have two children and reside in Tulsa, Oklahoma.
