Jericho A. Borges
Vice President – Wealth Management
Senior Wealth Advisor
NMLS# 1112202
- Phone: (305) 604-0236
- Phone: (305) 984-5325
E-Mail: jericho.borges@citi.com
1824 Alton Rd
Miami Beach,
FL
33139
1824 Alton Rd
Miami Beach,
FL
33139
- Financial Planning
- Retirement Planning
- Portfolio Management
- Insurance and Wealth Transfer
- Spanish
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 Jericho A. Borges
Jericho, a Senior Wealth Advisor at Citi Personal Wealth Management, works with individuals and families, including international clients, to navigate the complexities of financial planning and investment management. Leveraging Citi's global resources and expertise, Jericho crafts personalized strategies tailored to each client's unique goals and evolving priorities. Jericho provides holistic and disciplined guidance, empowering clients to build financial confidence and achieve their aspirations.
Jericho uses a client-centric approach to develop an understanding of each client's financial profile and goals. Jericho utilizes a range of investment advisory programs and insights from Citi Wealth Investments team to develop customized solutions addressing his clients' diverse financial needs, from retirement and education planning to estate planning and wealth protection by working with clients' legal and tax advisors.
Beyond investment management, Jericho collaborates with a Citigold Wealth Relationship Manager to address clients' banking and lending needs.
Jericho brings over 25 years of experience assisting clients, including extensive international experience.
Fluent in Spanish, Jericho holds Series 7, 66, and Life, Health, and Variable licenses, and earned a Bachelor of Science in Business Administration from the University of Florida.