Diane Kessler
Director – 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 Diane Kessler

As a Senior Wealth Advisor at Citi Personal Wealth Management with over 25 years of experience, Diane has deep knowledge of the financial markets and how to align her clients’ portfolios, so that they're designed to maximize their financial goals. Many of her clients span generations of families, attesting to her ability to build strong relationships by earning their trust. These clients rely on her substantial experience for wealth management, retirement, financial planning, trust and estate planning (that she works in conjunction with her client’s legal and tax advisors). Diane focuses her efforts in these areas on the long term, with customized investment strategies that are especially important during periods of market uncertainty.

Diane has been recognized by Forbes as a leading wealth advisor, earning awards such as Best-in-State Wealth Advisor (Maryland) and Top Women Best-in-State Wealth Advisor.

A graduate of Drexel University, Diane has also completed three executive education programs in financial services at the Wharton School of Business. She lives in suburban Maryland with her husband and two daughters.