Vanessa Keller
Senior Vice President – Wealth Management
Senior Wealth Advisor
- Phone: (305) 347-1826
E-Mail: vanessa.keller@citi.com
201 South Biscayne Blvd, Suite 530
Miami,
FL
33131
201 South Biscayne Blvd, Suite 530
Miami,
FL
33131
Areas of Focus:
- Financial Planning
- Retirement Planning
- Portfolio Management
- International Clients
Additional Languages:
- Portuguese
- 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 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 Vanessa Keller
As a Senior Wealth Advisor for Citi Personal Wealth Management, Vanessa Keller has 30 years of experience offering portfolio management and bespoke financial planning services tailored to the unique needs of international investors. Her deep understanding of cross-border financial regulations and cultural nuances helps ensure seamless and effective wealth strategies.
She takes a holistic approach that integrates robust portfolio growth with meticulous financial planning, including specialized retirement strategies, to preserve and grow a client’s wealth across generations and geographical boundaries. She is committed to delivering personalized solutions that align with a client’s long-term aspirations to provide peace of mind.
Most recently, Vanessa was a Senior Financial Executive at Banco do Brasil Securities LLC. Prior to that, she worked at Banco Sabadell & Sabadell Securities, Luk Indústria e Comércio, Merrill Lynch and BBVA.
Fluent in Portuguese and Spanish, she has Series 4, 7, 63 and 66 securities licenses.
She has a bachelor’s degree in business administration, with an emphasis in marketing, from Fundação Armando Alvares Penteado and studied for an MBA in finance from IBMEC.
Vanessa enjoys traveling the world to learn about diverse cultures, having already visited all continents.
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