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 global 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.
As a Citi Personal Wealth Management Financial Wealth Advisor, my goal is to build strong relationships with clients by earning their trust.
I work closely with clients, conducting extensive financial planning to help them define and prioritize their goals. I leverage my deep knowledge of alternative investments and insurance to build the truly holistic investment, retirement and estate plans each client needs to grow and protect their wealth, retire successfully and pass on their wealth and values to the next generation.
I joined Citi Personal Wealth Management in 2014. I have more than 22 years of experience helping financial services clients achieve their goals. Prior to joining Citi, I worked at HSBC, JP Morgan and other firms on Wall Street. I hold a bachelor’s degree from Pace University, as well as series 7, 63, 65 and Life and Health insurance licenses.
I enjoy playing tennis, hockey, hiking and spending as much time as possible with my family. I am committed to the community, volunteering my time and financially supporting organizations that serve children.