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 Wealth Advisor, my goal is to build strong relationships with clients by earning their trust. I leverage Citi's resources to provide tailored investment guidance and advice to affluent clients, including individuals, families, and businesses. I have more than 20 years’ experience with financial planning, wealth management and accumulation, and retirement income strategies.
My commitment to honesty and integrity are the core principles on which I operate, which has helped me develop lasting relationships with my clients. I am an Accredited Investment Fiduciary® and hold FINRA Series, 7, 63 and 65 licenses, as well as insurance licenses. I also have a degree in Marketing and Finance from Northeastern University.