David Skurowitz
Senior Vice President – Wealth Management
Senior Wealth Advisor

NMLS#: 839469

Phone: (516) 921-5171

175 Jericho Turnpike
Syosset, NY 11791

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 simplify 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 David

As a Citi Personal Wealth Management Financial Wealth Advisor, my goal is to build strong relationships with clients by earning their trust. I strive to make a difference in their financial lives by understanding clients’ ever-changing priorities and by making it easy for clients to access Citi resources, benefits, rewards and services.

One way I help 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 Citigold Relationship Manager, I’m also able to introduce clients to Citi’s comprehensive banking products and services.

Throughout my tenure in finance, I have acquired the skills, knowledge and experience that now help me address my clients’ complex needs, with a high level of service.

David's Awards

The methodology for each award/rating has been reviewed, but not verified, by Citigroup Inc. (Citi) or its affiliates. Please contact the provider of the relevant award/rating for information regarding eligibility of the underlying criteria and factors utilized in compiling the data. The receipt of an award/rating with respect to a product or service may not be representative of the actual experience of any client and is not a guarantee of future performance success. Citi or its affiliates paid compensation to obtain or use the award/rating. These awards consider information provided by Citi (and other applicants), and do not solicit input or responses from actual clients.

Forbes 2023 America�s Top Next-Gen Wealth Advisors www.forbes.com/lists/best-in-state-next-gen-advisors/

Important Information

The products and services mentioned in this page are not offered to individuals resident in the European Union, European Economic Area, Switzerland, Guernsey, Jersey, Monaco, San Marino, Vatican and The Isle of Man. Your eligibility for a particular product and service is subject to a final determination by us. This communication is not, and should not be construed as, an offer, invitation or solicitation to buy or sell any of the products and services mentioned herein to such individuals.

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

Citi Personal Wealth Management is a business of Citigroup Inc., which offers investment products 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.