Ander Urkidi
Officer
Senior Wealth Advisor
NMLS# 2740657
- Phone: (212) 559-9639
E-Mail: ander.urkidi@citi.com
201 S Biscayne Blvd, 530
Miami,
FL
33131
201 S Biscayne Blvd, 530
Miami,
FL
33131
Areas of Focus:
- Financial Planning
- Retirement Planning
- Portfolio Management
- Multigenerational Family Planning
- International Clients
Additional Languages:
- Spanish
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 Ander Urkidi
As a Senior Wealth Advisor with the Edgewater Group at Citi Personal Wealth Management, I am privileged to work alongside a team with more than two decades of collective wealth management experience. My approach to wealth management is deeply personal: I believe that the most effective financial strategies are built on a foundation of genuine trust and a true understanding of what matters most to you. Rather than offering off-the-shelf advice, I work closely with my clients to design tailored solutions that align with their unique lives and long-term aspirations.
At the Edgewater Group, we take pride in serving a diverse, high-net-worth clientele. While we have a strong, rewarding focus on supporting international clients across Latin America, we are equally dedicated to helping domestic families and business owners achieve their goals here in the U.S. What sets our team apart is our collaborative model: we seamlessly integrate our financial planning specialists and portfolio consultants to deliver truly tailored wealth strategies.
My background is rooted in both academic rigor and collaborative discipline. I graduated cum laude from Barry University in Miami, where I double-majored in Finance and International Business while playing for the men’s varsity soccer team—an experience that instilled in me a lifelong appreciation for teamwork, focus, and dedication. When I’m not in the office, I stay energized by embracing an active lifestyle. You can usually find me on the soccer field, playing padel or tennis, exploring hiking trails, or enjoying any sport that keeps me moving and connecting with others.