Michelle Adler
Senior Vice President – Wealth Management
Senior Wealth Advisor
NMLS# 1814454
- Phone: (561) 989-8347
E-Mail: michelle.adler@citi.com
399 Park Avenue
New York,
NY
10022
3009 Yamato Road
Boca Raton,
FL
33434
399 Park Avenue
New York,
NY
10022
3009 Yamato Road
Boca Raton,
FL
33434
Areas of Focus:
- Financial Planning
- Retirement Planning
- Portfolio Management
- Legacy Planning
- Insurance and Wealth Transfer
- Small Business Planning
- Multigenerational Family Planning
- Corporate Executives
- Women & Wealth
- Non-Profit Organizations
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 Michelle Adler
A native New Yorker, Michelle now calls South Florida home, while maintaining an office and strong ties in Manhattan. Outside of her 25-year professional career, Michelle is a devoted mom to her 11-year-old son, David, who is an ice hockey player. When they are not spending their time in the rink and traveling for games, they can be found playing with their beloved Goldendoodle, Bucky. Michelle is passionate about bringing people together, building meaningful relationships, and staying actively involved in her community- values that carry through both her personal and professional life.
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