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 with 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 where 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 to Citi Wealth as a Citigold Wealth Relationship Manager in 2022. After a successful three years as a Wealth Relationship Manager, I moved into the Senior Wealth Advisor role in October 2025.

I spend my free time with my growing family where I am almost always found enjoying family time with my wife, daughter, and son. 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. We have completed nine stadiums on our tour thus far.