Charlotte Lee
Vice President – Wealth Management
Senior Wealth Advisor

Citi Personal Wealth Management helps you connect future aspirations and present needs.

Whether you are looking ahead to retirement, planning a child’s education, or focused on managing your day-to-day finances, we can help develop a financial plan designed around what’s most important to you.

Backed by Citi’s wealth planning process and product and research capabilities, an experienced Citi Personal Wealth Management Wealth Advisor will work with you – From identifying your financial goals to helping you make them a reality. We’ll also work with trusted Citi colleagues in banking and lending to help with your finances. At Citi Personal Wealth Management, we can help put the pieces of your financial picture together in a way that makes sense for you.

About Charlotte Lee

Charlotte Lee is a Senior Wealth Advisor with extensive experience advising high-net-worth individuals, ultra-high-income earners, and international clients with complex financial lives. She is known for delivering highly customized strategies that go beyond traditional portfolio management—integrating tax efficiency, income generation, and risk management into a disciplined, outcome-driven framework.

Her clients often face concentrated equity exposure, multi-jurisdictional considerations, and sophisticated compensation structures, and rely on her to translate advanced strategies into clear, decisive action. Charlotte’s work is centered on simplifying complexity while maintaining a high level of precision and strategic intent.

Her approach is both strategic and selective, focused on building resilient, adaptable portfolios that preserve and grow wealth across market cycles. Named in Forbes’ 2026 Top Women Wealth Advisors Best-in-State list, she serves clients who value discretion, precision, and execution at the highest level.