Thuc Tran
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 Thuc Tran

As a Senior Wealth Advisor for Citi Personal Wealth Management, Thuc Tran takes a holistic approach when recommending an overall financial plan to clients, utilizing all available investments and services. He focuses on maximizing a client’s growth potential while managing risk based on their goals.

Leveraging 20 years of experience, Thuc specializes in financial planning, retirement planning, portfolio management, wealth management for international clients, and legacy and estate planning (by working with client's tax and legal advisors).

Based on his experience with a robust line of banking and lending products, Thuc works together with a Wealth Relationship Manager to introduce clients to Citi’s comprehensive banking products and services, including savings, mortgage lending, and commercial banking.

He joins Citi from HSBC. Prior to that, he worked at Wells Fargo, JPMorganChase and Washington Mutual.

Thuc has Series 7, 63 and 66 securities licenses and is life insurance licensed.

In addition to spending time with his daughter, Thuc enjoys outdoor activities, ranging from snowboarding to hiking to scuba diving.