Brett W. McCarty
Assistant Vice President – Wealth Management
Senior Wealth Advisor

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 Brett W. McCarty

I began my career at Citibank as a part-time teller in 2008 while studying at University of California, Davis I majored in Economics. Throughout my tenure at Citibank, I have held numerous positions such as Personal Banker, Assistant Branch Manager, and Branch Manager before transitioning as Wealth Relationship Manager in 2022. Before transitioning, I successfully led the West Portal Branch for six years achieving Citi’s Leaders in Excellence Award in 2019 and 2020. I look forward to continuing to grow with Citi and hope to earn a role as a Wealth Advisor in the future.

I spend my free time with my growing family, chasing my daughter and son around the house. My wife and I are both avid baseball fans and one of the items on our bucket list is to attend a baseball game at every MLB stadium.