As a Wealth Management Advisor of Unique Wealth, Curtis Parry knows that his role in people’s lives comes with great
responsibility. It is important to him that in every circumstance, his clients are prepared to handle life’s financial
challenges and opportunities. With great passion and a commitment to excellence, Curtis helps his clients to be forward-thinking
and creates financial plans for them that are in alignment with their goals.
He truly cares about each meeting with his clients and prides himself on being a great listener. To Curtis, there is no greater
feeling than being able to transform clients from a state of financial anxiety and confusion to confidence, peace, and
Curtis understands that success comes from surrounding himself with caring, likeminded individuals, and he’s built
his team at Unique Wealth with that in mind. His leadership and mentorship has created an outstanding group of financial
services professionals who are prepared to meet every client’s needs. It is important to Curtis that his clients
understand that they never hire just him. They get his whole team of passionate and uniquely qualified individuals who
each specialize in a different part of the wealth management experience. Curtis teaches them to get to know their clients
on a personal level, even better than they know themselves. Doing so allows them to proactively anticipate their needs,
oftentimes before the client even realizes they have one.
Prior to entering the financial services industry, Curtis graduated from the University of Florida. He went on to achieve
several designations from the American College of Financial Services in Bryn Mawr, PA, including CERTIFIED FINANCIAL
PLANNER™ (CFP®), Chartered Life Underwriter (CLU®), Chartered Financial Consultant
®), Chartered Advisor for Senior Living (CASL®) and Retirement Income Certified Professional
®). He also holds several licenses including Series 6, 63, 66, and 7 investment licenses, and his Health,
Life and Annuity license. Curtis joined Northwestern Mutual 2000 while he was serving in the Army National Guard.
Giving back to the community is incredibly important to Curtis, and every month he closes the office and leads his team in
volunteering for different organizations in the Greater Tampa Bay community. A few organizations they have volunteered
with include Toys for Tots, Alex’s Lemonade Stand, and the Ronald McDonald House. Last year alone, Curtis led his
team in giving over $100,000 to support nearly 40 different non-profit and religious organizations. He also volunteers
with Cornerstone Family Ministries and serves at his church, Grace Family Church.
Curtis loves spending time with his family, including his wife of nearly two decades and high school sweetheart, Trish, and
their three young children, Jude, Presley and Ash. He is a huge fan of the United States Men's National Soccer Team,
and every four years he travels to the host country of the FIFA World Cup to cheer them on.
As the Portfolio Manager, Tim Bartlett plays a critical role in helping Unique Wealth’s clients achieve their financial goals.
He’s been in the industry for more than a decade, and was privileged to learn the ropes from some of the top portfolio
management firms in the world. His extensive experience and attention to detail make him highly-effective at trading
and monitoring investment accounts, and preparing investment proposals and reports.
Tim’s passion for the industry was sparked at age 14 when he took an investment trading class, opened an online account,
and began trading stocks. It absolutely fascinated him, and he knew right away that a career in investments and portfolio
management was his goal. His financial acumen grew throughout his years at Florida Southern College, and he graduated
Magna Cum Laude with a degree in finance and a dual-minor in economics and accounting. While he was there, he was honored
to receive the Denis Fontaine Scholarship, awarded to the top finance student each year.
After getting his start in equity research and portfolio management, Tim joined our team in 2015. He has the designations
of CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC®), and
holds a Florida 2-15 Life, Health and Annuity License, along with Series 7 and 66 Investment Licenses.
In his spare time, Tim enjoys spending time with his wife, playing tennis, kayaking and hiking. He’s a member of the CFP
Board and serves as the treasurer of his neighborhood HOA.
Kerry Harrell is our Operations Associate. Kerry is proud to be a part of the Unique Wealth Team because of the incredible
dedication everyone has to serving their clients. She loves the company-wide commitment to providing phenomenal service,
and she enjoys working with and supporting the team because she believes strongly in what we do.
Kerry works hard to be responsive and considerate of clients’ wants and needs. Every day is different for Kerry, but she’s
always working toward one common goal: keeping our clients on the right path toward their financial goals. Finance has
always been an interest of Kerry’s, and she believes the discipline of saving and budgeting is critical to one’s success.
Kerry has a Bachelor of Science from the University of South Florida, and her Florida 2-15 Life, Health and Annuity License.
In her spare time, she enjoys volunteering with the Unique Wealth team, spending time with her husband and nephew, painting,
attending concerts, kayaking, and cooking.
Jessica graduated from The Master's College in Santa Clarita, CA in 2001. She began her career with Northwestern Mutual in
2003 and joined Curtis' team in 2011. In her spare time, she enjoys traveling, boating, going to Lightning games and
playing with her beautiful nieces.
Lantz Martin loves to help individuals and families achieve financial independence. He strives to give our clients a world-class
experience in a comfortable environment, and works with them like a coach would work with his players — affable, but
willing to help drive people towards taking necessary action.
In addition to delivering world-class financial plans to our clients and helping them enhance their financial security, Lantz
enjoys working with the millennial children of the firm’s clients to get them started with financial planning and management.
Lantz graduated from the University of Florida with a degree in finance and a minor in entrepreneurship. He went on to earn
several industry designations and licenses, including CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered
Financial Consultant (ChFC
®), Florida 2-15 Life, Health and Annuity License, Series 6, 63 and 7 Investment Licenses.
In his free time, Lantz is an active member of several local organizations, including the Tampa Gator Club Alumni Association,
Tampa Bay Sports Commission, and Alex’s Lemonade Stand. As a South Tampa native, Lantz enjoys going to the beach, attending
Tampa’s professional sporting events, and playing golf.
Jeff Sievers has been working with Curtis Parry, for nearly a decade, and spends his time researching and implementing innovative
investment strategies and doing annual reviews with the firm’s clients. Jeff is known for his client-centric approach,
a quality that fits in nicely with Unique Wealth’s core values.
Jeff offers world-class service to our clients. He likes to keep a laid-back atmosphere so that they feel comfortable talking
about their finances and taking the right steps toward their financial goals.
When Jeff was young, his father put $100 in a savings account for him, and within a year, it grew to $106. It was a small
event, but it made a big impact on him and peaked his interest in the financial world. Jeff has earned many financial
designations and licenses, including Chartered Life Underwriter (CLU®), Chartered Financial Consultant
(ChFC ®), Chartered Advisor Senior Living (CASL®), Florida 2-15 Life, Health and Annuity
License, and Series 7 and 63 Investment Licenses.
As a transplant who is originally from Iowa, Jeff enjoys spending his spare time running in the Florida sunshine and listening
to rock and roll music. He also loves spending time with his wife, Rae, and their dog and cat, Joey and Ruby.
As an Associate Financial Representative at Unique Wealth, Kyle Waterbury plays an important role in helping our clients
create stability and financial peace. His goal is to help them understand where they are now, and show them the opportunities
they have in front of them so they can make wise financial decisions.
A typical day for Kyle consists of onboarding new clients into the Unique Wealth systems, doing research, and handling any
other necessary operations to help serve the needs of the clients. He truly enjoys every day in the office, and is motivated
by a genuine desire to help people and make a difference in their lives.
Kyle has always had an interest in the financial services industry, and his biology degree prepared him for the extensive
research he does in his position. In his spare time, Kyle enjoys fishing, listening to music, and playing sports.