Citi logo
About IPB Sign On to Citi Accounts
International Personal Bank U.S.
  • Home
  • Citigold
  • Citigold Private Client
  • Investing
  • Financial Planning
  • Market Insights
  • Sign On to Citi Accounts

Your Relationship Comes with
Wealth Management Benefits

Felipe Mendonça Alvares

Felipe Mendonça Alvares
Senior Vice President - International Personal Bank
Senior Wealth Advisor

  • Phone: (502) 522-3601
  • Phone: (939) 228-9284

E-Mail: felipe.alvares@citi.com

201 S Biscayne Blvd,
Suite 530
Miami, FL 33131

Get Directions to 201 S Biscayne Blvd

201 S Biscayne Blvd,
Suite 530
Miami, FL 33131

Get Directions to 201 S Biscayne Blvd

Citi International Personal Bank U.S. and Citi Personal Investments International help you connect future aspirations and present needs.

Our Financial Professionals strive to provide a comprehensive wealth management approach, offering strategies that best reflect your goals.

As businesses of Citigroup Inc., Citi International Personal Bank U.S. and Citi Personal Investments International seek to empower you to work towards your financial objectives to help you enjoy the benefits of wealth management. Whether you are a first-time investor or an existing client, our distinctive approach can take you through the necessary steps to help develop and implement your financial strategy.

About Felipe

With over 19 years of experience in financial services, I am a seasoned financial advisor driven by a passion for assisting clients in realizing their financial aspirations. My fluency in Portuguese, English, and Spanish has been a key asset in fostering effective communication and understanding across diverse cultural landscapes. Through a combination of expertise and a client-centric approach, I've consistently strived to guide individuals towards achieving their financial objectives, contributing to a successful and fulfilling journey in the financial advisory arena.

INVESTMENT PRODUCTS AND INSURANCE PRODUCTS: NOT INSURED BY THE FDIC • NOT INSURED BY THE FEDERAL GOVERNMENT OR ANY OTHER FEDERAL GOVERNMENT AGENCY, BY THE BANK, OR BY ANY AFFILIATE OF THE BANK • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, THE BANK OR AN AFFILIATE OF THE BANK • SUBJECT TO INVESTMENT RISK, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL INVESTED

Important Information for You to Know About Our Business and Relationship With You

We are required to deliver two important disclosure documents about our business and relationship with you:

  • Form Client Relationship Summary (“Form CRS”) is a brief summary of the brokerage and advisory services we offer.
  • Regulation Best Interest Disclosure Statement and Related Information for Retirement Accounts is a more detailed description of the brokerage services we offer and our obligations under Regulation Best Interest when we make recommendations to you as your broker-dealer.

Please review both of these important documents online at https://www.citi.com/investorinfo/. If you prefer paper copies, please contact your advisor or call us at (800) 846-5200 | TTY: We accept 711 or other Relay Service.

Broker Check Logo

Learn More from BrokerCheck about the background of Citigroup Global Markets Inc. and its registered/licensed professionals FINRA's BrokerCheck.

Citi logo
© 2024 Citigroup Inc. Terms & Conditions Privacy Notice at Collection Do Not Sell or Share My Personal Information Accessibility

Important Information

This document is intended for prospects and/or clients of International Personal Bank U.S. (IPB U.S.), a business of Citigroup Inc. (“Citigroup”) which provides its clients access to a broad array of products and services available through Citigroup, its bank and non-bank affiliates worldwide (collectively, “Citi”). Through IPB U.S. prospects and clients have access to the Citigold Private Client International, Citigold® International, Citi Global Executive Preferred, and Citi Global Executive Account Packages.

* Not all accounts, products, and services as well as pricing are available in all jurisdictions or to all customers.

Citigroup Inc. and its affiliates do not provide tax or legal advice.

Some products may not be registered with the Financial Regulatory body of your country governing such financial products, nor may they be governed or protected by the laws and regulations of your country. Products and services offered by Citi and its affiliates are subject to the applicable local laws and regulations of the jurisdiction where they are booked and offered. Not all accounts, products, and services as well as pricing are available in all jurisdictions or to all customers. Your country of citizenship, domicile, or residence may have laws, rules, and regulations that govern or affect your application for and use of our accounts, products and services, including laws and regulations regarding taxes, exchange and/or capital controls.

International Personal Bank U.S. (IPB U.S.), is a business of Citigroup Inc. (Citigroup) which provides its clients access to a broad array of products and services available through Citigroup, its bank and non-bank affiliates worldwide (collectively, Citi). Through IPB U.S. prospects and clients have access to the Citigold® Private Client International, Citigold® International, Citi Global Executive Preferred, and Citi Global Executive Account Packages.

Banking products and services are offered through Citibank, N.A., NMLS #412915, Member FDIC and Equal Housing Lender. Citibank is not responsible for obligations of its affiliates.

Investment products and services are provided by Citi Personal Investments International (“CPII”), a business of Citigroup Inc., which offers securities through Citigroup Global Markets Inc. (“CGMI”), member FINRA and SIPC, an investment advisor and broker-dealer registered with the Securities and Exchange Commission. Investment accounts are carried by Pershing LLC (“Pershing”), member FINRA, NYSE, and SIPC. Insurance products and services are offered through Citigroup Life Agency LLC (“CLA”). In California, CLA does business as Citigroup Life Insurance Agency, LLC (license number 0G56746). Citibank, N.A., CGMI, and CLA are affiliated companies under common control of Citigroup Inc.

© Citigroup Inc. Citi, Citi and Arc Design and other marks used herein are service marks of Citigroup Inc. or its affiliates, used and registered throughout the world.

Citigroup Inc. and its affiliates do not provide tax or legal advice.

* Not all accounts, products, and services as well as pricing are available in all jurisdictions or to all customers.
Some products may not be registered with the Financial Regulatory body of your country governing such financial products, nor may they be governed or protected by the laws and regulations of your country. Products and services offered by Citi and its affiliates are subject to the applicable local laws and regulations of the jurisdiction where they are booked and offered. Your country of citizenship, domicile, or residence may have laws, rules, and regulations that govern or affect your application for and use of our accounts, products and services, including laws and regulations regarding taxes, exchange and/or capital controls. International Personal Bank U.S. (IPB U.S.), is a business of Citigroup Inc. (Citigroup) which provides its clients access to a broad array of products and services available through Citigroup, its bank and non-bank affiliates worldwide (collectively, Citi). Through IPB U.S. prospects and clients have access to the Citigold® Private Client International, Citigold® International, Citi Global Executive Preferred, and Citi Global Executive Account Packages.

© 2024 Citigroup Inc. Citi, Citi and Arc Design and other marks used herein are service marks of Citigroup Inc. or its affiliates, used and registered throughout the world.