Louis J. Monderine
Vice President – Wealth Management
Senior Wealth Advisor
NMLS# 1019930
- Phone: (212) 845-6887
E-Mail: louis.monderine@citi.com
1166 Avenue Of The Americas
New York,
NY
10036
1166 Avenue Of The Americas
New York,
NY
10036
- Financial Planning
- Retirement Planning
- Portfolio Management
- Legacy Planning
- Insurance and Wealth Transfer
- Multigenerational Family Planning
- International Clients
- Non-Profit Organizations
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 Louis J. Monderine
As a Senior Wealth Advisor at Citi Personal Wealth Management, Louis Monderine's goal is to build strong relationships with clients by earning their trust. With 15 years of experience in the financial services industry, he strives to make a difference in clients’ lives by understanding their ever-changing priorities and making it easier for them to access Citi resources, benefits, and services.
His career at Citi spans seven years, preceded by six years at Santander and two years at AXA Advisors (Equitable), where he honed his experience. One way he helps clients is by connecting them with other trusted Citi professionals who can assist with a range of needs—including savings, mortgage lending, and commercial banking. Working together with a Wealth Relationship Manager, Louis is also able to introduce clients to Citi’s comprehensive banking products and services.
Throughout his tenure in finance, Louis has acquired the skills, knowledge, and experience to help address clients’ complex needs with a high level of service. He is a proud graduate of New Jersey City University with a B.S. degree in finance. He holds Series 7, 63, and 65 securities licenses and is licensed in Life and Health insurance. He also holds several certifications from The Wharton School Aresty Institute of Executive Education including "Maximizing Client Relationships" and "Affluent and High Net-Worth-Client Competencies". He currently resides on the New Jersey shore with his wife Danielle.
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