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We help you
connect the pieces of
your financial picture.

Email
Ander Urkidi

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

Get Directions   to 201 S Biscayne Blvd

201 S Biscayne Blvd, 530
Miami, FL 33131

Get Directions   to 201 S Biscayne Blvd

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.

INVESTMENT AND INSURANCE PRODUCTS: NOT INSURED BY THE FDIC • NOT INSURED BY THE FEDERAL GOVERNMENT OR ANY OTHER FEDERAL GOVERNMENT AGENCY, BY THE BANK, OR BY ANY AFFILIATE OF THE BANK • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, THE BANK OR AN AFFILIATE OF THE BANK • SUBJECT TO INVESTMENT RISK, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL INVESTED

Important Information for You to Know About Our Business and Relationship With You

We are required to deliver two important disclosure documents about our business and relationship with you:

  • Form Client Relationship Summary (“Form CRS”) is a brief summary of the brokerage and advisory services we offer.
  • Regulation Best Interest Disclosure Statement and Related Information for Retirement Accounts is a more detailed description of the brokerage services we offer and our obligations under Regulation Best Interest when we make recommendations to you as your broker-dealer.

Please review both of these important documents online at https://www.citi.com/investorinfo/. If you prefer paper copies, please contact your advisor or call us at (800) 846-5200 | TTY: We accept 711 or other Relay Service.

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Important Information

The products and services mentioned herein are not offered to individual residents in Europe, including the European Union, European Economic Area, Switzerland, the United Kingdom, and similar countries. Your eligibility for a particular product and service is subject to a final determination by Citibank and its affiliates. This is not, and should not be construed as, an offer, invitation or solicitation to buy or sell any of the banking or financial products mentioned herein to individuals outside of the United States.

Citigroup Inc. and its affiliates do not provide tax or legal advice.

As a client in the Citigold Relationship Tier, you can receive banking and lending services from Citibank, N.A. (Citibank), Member FDIC and Equal Housing Lender NMLS# 412915, along with financial planning and investment products as a client of Citi Personal Wealth Management, a business of Citigroup Inc., that offers investment guidance, products, and services through Citigroup Global Markets Inc. (”CGMI”), member SIPC. Citigroup Life Agency LLC (CLA) offers insurance products. In California, CLA does business as Citigroup Life Insurance Agency, LLC (license number 0G56746). CGMI, CLA and Citibank, N.A. are affiliated companies under the common control of Citigroup Inc.

Banking products and services are offered through Citibank, N.A., NMLS #412915, Member FDIC and Equal Housing Lender. Citibank is not responsible for obligations of its affiliates.

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