Jeff R. Bank
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 Jeff R. Bank

As a Senior Wealth Advisor for Citi Personal Wealth Management, Jeff Bank focuses on creating and updating a comprehensive financial plan for each client, including evaluating life insurance coverage for estate planning. As part of implementing a plan, he creates a customized portfolio, which can include hedging and tax advantaged strategies.

With over 30 years of experience, in addition to financial planning and portfolio management, Jeff specializes in retirement planning, multigenerational family planning, corporate executives, women and wealth, international clients, philanthropic planning and small business planning.

Most recently, he was a Financial Advisor at Ameriprise Financial. Prior to that, he was an advisor at Morgan Stanley and Wells Fargo.

Jeff has Series 7, 63 and 65 securities licenses and a life insurance license.

Married with three children, Jeff in his spare time enjoys working out and persevering as an amateur musician.