Ryan Schultz
Assistant 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 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 Ryan Schultz

As a Senior Wealth Advisor for Citi Personal Wealth Management, Ryan Schultz focuses on creating and updating a comprehensive financial plan for each client, including college and retirement planning and advanced planning to evaluate life insurance coverage for estate planning (by working with clients' tax and legal advisors).

With 17 years of experience as an advisor, Ryan provides for high-net-worth families, businesses and institutions a broad portfolio of investments, ranging from structured products to managed accounts, and offers financial products and services such as annuities, individual life, disability income, long-term care insurance protection, and asset accumulation strategies.

He joins Citi from Regions Bank. Prior to Regions, he worked at Mass Mutual.

Ryan has Series 7 and 66 securities licenses and is Life, Health and Annuities licensed.

He has a B.S from Syracuse University and an M.B.A. from University of Florida.

He is a diehard supporter of the football club Arsenal and loves to spend time with his wife, two sons and their dog.