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Commitment & Philosophy

At Wealth Management Partners, we believe portfolio construction and asset management are only part of what a financial advising firm should do. Unlike other firms, we emphasize the value of our client relationships. We strive to establish a solid, working relationship with each client, built on a foundation of trust, transparency, and client education. We take pride in nurturing relationships that our clients can depend on.We are committed to assisting our clients with all of their financial needs, regardless of what those might be. Whether you’re a recent graduate and are beginning your career or you are well into retirement, we are here to help. Our financial advisors will be there to help you navigate every step of the wealth building and management process.

Our team

Thomas J. Curtis

Financial Advisor
Tom is a dedicated financial advisor who believes that the best part of his career is the opportunity to effect meaningful change on the financial lives of his clients. Tom’s career as a financial advisor began in 1994. Prior to establishing Wealth Management Partners in 2005 and joining Raymond James in 2009, he was an Assistant Vice President at both Merrill Lynch and UBS Financial Services. As a Founding Partner of WMP and the branch manager, Tom’s responsibilities include comprehensive financial planning …

Morgan Brown

Financial Advisor
Morgan joined Raymond James as a Financial Advisor in 2009 after establishing Wealth Management Partners in 2005. As a Founding Partner of WMP, Morgan’s responsibilities include portfolio construction, relationship management, and community outreach. Morgan believes that a holistic approach to financial planning and money management gives people the confidence to live their lives by their own design. Morgan finds satisfaction in working closely with clients to visualize and choreograph their financial futures.

Guillermo “Billy” Monge

Financial Advisor
Guillermo “Billy” Monge attended the University of Arizona, where he majored in accounting and marketing. Billy has worked in the financial services industry since 1999. He is a former investment officer and international banker for BBVA, Wells Fargo Private Client Group, and Merrill Lynch. Billy creates financial value for individual, commercial, and international clients and their myriad investment requirements in the United States and across Latin America. Billy is WMP’s Spanish-speaking financial advisor. He earned his Series 7, 65, and 63 licenses.

Jesse Lotter

Financial Advisor
Jesse received his Bachelor of Commerce degree with a specialization in Financial Management from The University of Stellenbosch in 2018. Since joining WMP in September of 2019, Jesse has earned his Series 7 and Series 65 licenses. With responsibilities that include comprehensive financial planning, portfolio construction, and client relationship management, Jesse finds a great deal of joy in his work as helping people is his raison d’etre. Outside of the office you can find Jesse mountain biking, rock climbing, skiing, playing guitar, …

Greg Bryson

Financial Advisor
Greg is a Tucson native who graduated from Rincon High School and the University of Arizona (BSBA Finance and Real Estate). In 1989, he joined the Merrill Lynch Princeton Training Program, which served as Greg’s introduction to the investment industry. Since then, Greg has dedicated his 28-year career to managing client assets and corporate retirement plans. He is an avid student of economics, finance, and the investment markets. It is Greg’s philosophy that education is a continuous pursuit. Greg believes that the …

Ace Brown

Registered Associate
After a 30-plus-year Human Resources career in the Natural Resources/Mining industry, Ace retired as Director of Human Resources for Kennecott Minerals Company and joined his son, Morgan, at Merrill Lynch. In 2009, he moved to Raymond James.  Ace attended both the University of Montana and the University of Arizona in pursuit of his Business Administration/Human Resources degree. Ace and his wife Karen will celebrate their 48th wedding anniversary in November. Ace and Karen fell in love with Arizona when they first moved …