Pier Mutovic
Vice President – Wealth Management
Senior Wealth Advisor
NMLS# 2892555
- Phone: (332) 289-8295
- Phone: (973) 632-1923
E-Mail: pier.mutovic@citi.com
700 Route 17 N.
Paramus,
NJ
07652
700 Route 17 N.
Paramus,
NJ
07652
Areas of Focus:
- Financial Planning
- Retirement Planning
- Portfolio Management
- Legacy Planning
- Philanthropic Planning
- Insurance and Wealth Transfer
- Small Business Planning
- Multigenerational Family Planning
- Corporate Executives
- International Clients
- 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 Pier Mutovic
As a Senior Wealth Advisor at Citi Personal Wealth Management, Pier Mutovic focuses on developing long-term client relationships and providing personalized wealth management guidance, including investment and portfolio solutions tailored to each client’s goals. He works on ongoing advisory relationships and brokerage solutions, with a focus on insurance and wealth preservation planning.
With over 22 years of experience as an advisor and wealth management professional, Pier specializes in helping both individuals and businesses take a holistic approach to planning for the long term, including multigenerational family planning.
Most recently, he was a Financial Advisor at Affinity Federal Credit Union. Prior to that, he worked as an advisor at Raymond James and M&T Securities. He has Series 7, 63 and 65 securities licenses and a life insurance license.
He has his M.B.A with a concentration in Accounting from Montclair State University where he acted as a mentor for MBA students and graduated Rutgers University with a B.A. in Economics.
Pier is married to his high school sweetheart and they have a beautiful daughter together. In his spare time, Pier enjoys traveling the world and immersing in different customs and cultures.