Alex Viladot, WMCP®
Vice President – Wealth Management
Senior Wealth Advisor
NMLS# 1705086
- Phone: (332) 289-7378
E-Mail: alex.viladot@citi.com
1512 1st Ave
New York,
NY
10075
1512 1st Ave
New York,
NY
10075
- Financial Planning
- Retirement Planning
- Legacy Planning
- Philanthropic Planning
- Small Business Planning
- Multigenerational Family Planning
- International Clients
- 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 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 Alex Viladot
As a Senior Wealth Advisor for Citi Personal Wealth Management, Alex Viladot focuses on holistic planning for individuals, families, businesses and family offices.
Leveraging his background as a Wealth Management Certified Professional®, Alex takes the time to create a comprehensive plan to tailor investments according to each client’s goals, risk tolerance, time-horizon, level of investment sophistication and assets under management.
Alex also works with a Wealth Relationship Manager to introduce clients to Citi’s comprehensive banking products and services, including savings, mortgage lending, and commercial banking.
He joins Citi from J.P. Morgan Wealth Management, most recently working there as a private client advisor. Prior to JPM, he worked at Morgan Stanley as a financial advisor with domestic and international clients.
Alex has Series 7 and 66 securities licenses and life, health and accident insurance licenses.
Fluent in Spanish and Catalan, he has a bachelor’s degree in business administration and management from the EU Business School.
Raised in Barcelona, Spain, Alex is an FC Barcelona football/soccer fan and enjoys playing golf, sailing and skiing.
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