Our Team

Advisors

TJC
Thomas J. Curtis
Morgan
Morgan Brown
Billy
Guillermo “Billy” Monge
IMG_4226
Jesse Lotter
Greg
Greg Bryson
ace
Ace Brown

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 and portfolio construction. He graduated from The Catholic University of America in 1993 with a degree in Financial Management.

Since moving to Tucson in 1994, Tom could not be more proud to call Southern Arizona his home. He is actively involved in youth sports, serving as a coach in the CVLL League. He is an active board member for Canyon View Little League. He also volunteers with the Arizona Council of Economic Education, at which he helps teachers administer “The Stock Market Game.” In this capacity, Tom helps further the financial education of the next generation.

 

In the past, Tom has served as a member of the Southern Arizona Estate Planning Council. He is also a former board member of the ALS of Southern Arizona and a former “Little” and “Big” in the Big Brothers Big Sisters Organization.

 

Tom and his wife, Vicky, are the proud parents of two young and extremely active little boys. Their nights and weekends are spent knee-deep in baseball, basketball, and swimming. During the off-season, the family loves to travel to cooler climates and take in a few D-Backs games along the way. Tom and Vicky are actively involved with Angel Charity for Children. And although you wouldn’t know it by looking at him Tom enjoys working out, Pilates, and biking.

 

Tom currently holds the following licenses and registrations:

 

  • Certified Financial Planner™ (CFP®)
  • Accredited Investment Fiduciary (AIF ®)
  • General Securities Representative (Series 7)
  • General Securities Sales Supervisor (Series 8)
  • General Securities Principal (Series 24)
  • Futures Managed Funds (Series 31)
  • Uniform Securities Agent State Law (Series 63)
  • Uniform Investment Advisor Law (Series 65)
  • Insurance Licensed
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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.

He graduated from Texas A&M University with a degree in Psychology. Morgan was a letterman on the golf team. He and his wife, Nara, are actively involved in raising their two children, Jazz and Kyra. In his spare time, Morgan stays busy coaching baseball, as well as playing golf and tennis with his children. Other hobbies include fly fishing, watercolor painting, and playing with his dog, Buster.

Morgan enjoys being actively involved in our Tucson community. He supports numerous charities and is a long-standing member of the Executive Association of Tucson (E.A.T), in which he served as the organization’s President in 2014.

Morgan currently holds the following licenses and registrations:

  • Accredited Investment Fiduciary (AIF ®)
  • General Securities Representative (Series 7)
  • Futures Managed Funds (Series 31)
  • Uniform Combined State Law (Series 66)
  • Insurance Licensed
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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.

Among various community and philanthropic activities, Billy has proudly served on the Tucson Urban League and the United Way of Santa Cruz County. Billy is married to the former Arlette Moreno, and they are the proud parents of two children in grade school. Billy is an active sports enthusiast with a passion for golf and a love of cooking for his family and friends.

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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, fishing, or just enjoying the landscapes and culture of the South West.

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 selection and management of investments should only occur after thoroughly analyzing a client’s current financial situation, available resources, and goals for the future. Once this knowledge is acquired, Greg designs and manages a personally tailored portfolio for each client. Portfolios are managed with strategic, long-term targets. On a day-to-day basis, portfolios are managed proactively to take advantage of opportunity, while avoiding over-concentration and excess valuation.

Greg is proud of remaining active in our Tucson community, serving on the boards of: Tucson Men’s Arts Council, Desert Southwest United Methodist Foundation, St. Michael’s Parish Day School, The Community Partnership of Southern Arizona (CPSA), and Intermountain Centers for Human Development.

 

He has been married to his wife, Susan, since 1989. Together, they have been raising their three amazing children. As a husband and father, Greg is active in supporting the following: scouting, soccer, USA Karate, USTA, track and field, University High School athletics and academics, St. Michael’s Parish Day School, BASIS, Washington and Lee University and Emory University. In their free time, Greg and Susan enjoy hiking, exploring, off-roading, cooking, and gardening.

Greg has earned the following certifications:

  • General Securities Representative (Series 7)
  • General Securities Principal (Series 24)
  • Uniform Securities Agent State Law (Series 63)
  • Uniform Investment Advisor Law (Series 65)
  • Life, Health, and Disability Insurance Licensed

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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 to Tucson with their four young children in 1972. Grandchildren, golf, travel, and trout fishing in Montana are in Ace and Karen’s plans, when time permits.
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Support team

Hollie

Hollie Butler

Registered Client Service Specialist

Hollie has been a Tucson resident for 41 years. She entered the financial services industry in 1997, and has earned her Series 7 and 63 licenses. Since 1999, Hollie has focused her work on supporting Greg Bryson and his clients. 

Hollie handles an array of client service and branch operations needs, including: account opening and maintenance, daily client service, money movement and funds distributions, security transfers, data input for financial planning and investment management systems. Hollie takes pride in providing a high level of caring, efficient, and friendly client service.

She is an active and dedicated mom who welcomed a wonderful new baby boy into her family in 2017.

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