UNIONDALE, NY / ACCESS Newswire / January 12, 2026 / Marquis Who's Who honors Curt Edwards, CFP, for excellence in finance. As a recognized Top Professional in the industry, Mr. Edwards has three decades of leadership in wealth management. In his role as managing director at Wilmington Trust, he oversees the Southeast region. He advises ultra-high-net-worth families on comprehensive planning, investment strategies, lending solutions and banking services. His work also includes guiding philanthropic planning to help clients protect their family legacies.
Strategic Leadership Across Regional Markets
Since joining Wilmington Trust in 2022, Mr. Edwards has led a period of rapid expansion in Naples, Florida, and across the region. He manages teams that serve families with complex financial needs while emphasizing accountability and client advocacy.
Mr. Edwards brings 30 years of experience in financial services and has held his current position for the past three years. During his career, he has earned a reputation for consistently building new offices and improving underperforming operations.
Economic Upheaval and Career Redirection
Mr. Edwards entered the workforce during a turbulent economic period that redirected his professional plans. "I graduated from school in 1989, during the Wall Street crash and the savings and loans crisis, which left very few job opportunities," he says. His early aim of becoming an investment banker shifted when firms paused hiring amid market instability.
With a finance degree from Boston University, Mr. Edwards began in cost accounting in Western Massachusetts before relocating to Florida. He later launched and sold an entrepreneurial venture, then moved into financial services during the 1990s with PaineWebber. The move marked the start of a long tenure in private banking and wealth management.
Success Across Elite Financial Firms
Before joining Wilmington Trust, Mr. Edwards completed a second tenure as executive director at J.P. Morgan Private Bank. Prior to his time at J.P. Morgan, he served as managing director at Fifth Third Private Bank, where he successfully led a turnaround in South Florida-transforming a loss-making unit into one generating more than $1 million in monthly profit within four years.
Earlier in his career, Mr. Edwards held various leadership roles, including wealth management team lead at J.P. Morgan Private Bank and senior portfolio manager at U.S. Trust Co. Additionally, he served as senior investment strategist at Wachovia Wealth Management.
Shared Purpose Fuels Business Growth
Mr. Edwards attributes success to integrity and strong teams. "If you're transparent, do the right thing and surround yourself with good people, good things happen," he says. He also emphasizes hiring selectively and empowering teams to deliver for clients.
"Here in Naples with Wilmington Trust, we're growing exponentially - we're 100% better than last year," Mr. Edwards says. He credits the performance to shared purpose and a daily focus on client needs.
AI Insights and Professional Development
Mr. Edwards continues to study emerging tools that affect the financial services industry. He completed coursework in artificial intelligence and its implications for business strategy at the MIT Sloan School of Management in 2025."Currently, AI is being used very effectively for video conferencing, capturing phone calls, recording video calls and automating administrative tasks," he says.
Moreover, Mr. Edwards' credentials reflect his commitment to ongoing education. These industry designations include certified financial planner (CFP), chartered financial consultant (ChFC), chartered life underwriter (CLU), chartered alternative investment analyst (CAIA) and certified divorce financial analyst (CDFA). Additionally, he has multiple FINRA licenses and a Florida insurance certification.
Community Involvement and Plans
Beyond his professional work, Mr. Edwards is active with Gulfshore Playhouse and the Naples Children and Education Foundation. He serves on boards including Naples Comprehensive Health and the Estate Planning Council of Naples. Additionally, he supports Youth Haven through advisory roles. In upcoming years, he plans to continue expanding Wilmington Trust's Southeast presence while mentoring future leaders.
About Marquis Who's Who®:
Since 1899, when A. N. Marquis printed the First Edition of Who's Who in America®, Marquis Who's Who® has chronicled the lives of the most accomplished individuals and innovators from every significant field, including politics, business, medicine, law, education, art, religion and entertainment. Who's Who in America® remains an essential biographical source for thousands of researchers, journalists, librarians and executive search firms worldwide. The suite of Marquis® publications can be viewed at the official Marquis Who's Who® website,www.marquiswhoswho.com.
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SOURCE: Marquis Who's Who
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