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Contact the Sound Harbor Planning Team

Wealth Advisors:

Anthony D'Aquila, Jr., CFP®
Senior Vice President - Wealth Management
Senior Wealth Advisor

  • Phone: 203-894-7711

E-Mail: anthony.daquila@citi.com

See Profile for Anthony D'Aquila

621 Main St.
Ridgefield, CT 06877

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Anthony M. Adamo
Senior Vice President - Wealth Management
Senior Wealth Advisor

  • Phone: 914-698-6738

E-Mail: anthony.adamo@citi.com

See Profile for Anthony M. Adamo

711 E. Boston Rd.
Mamaroneck, NY 10543

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Christine H. Wolferman
Vice President - Wealth Management
Senior Wealth Advisor

  • Phone: 914-793-4946

E-Mail: christine.h.wolferman@citi.com

See Profile for Christine H. Wolferman

95 Pondfield Rd.
Bronxville, NY 10708

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Edward P. Cleary
Vice President - Wealth Management
Senior Wealth Advisor

  • Phone: 914-779-4860

E-Mail: edward.cleary@citi.com

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95 Pondfield Rd.
Bronxville, NY 10708

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Michael D. Lynch
Financial Advisor
Senior Wealth Advisor

  • Phone: 914-472-8311

E-Mail: michael.lynch@citi.com

See Profile for Michael D. Lynch

725 White Plains Rd.
Eastchester, NY 10583

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Marcos A. Cabral
Financial Advisor
Senior Wealth Advisor

  • Phone: 914-725-0679

E-Mail: marcos.a.cabral@citi.com

See Profile for Marcos A. Cabral

725 White Plains Rd.
Eastchester, NY 10583

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Charlie Androsiglio
Financial Advisor
Senior Wealth Advisor

  • Phone: 914-472-3021

E-Mail: charles.androsiglio@citi.com

See Profile for Charlie Androsiglio

725 White Plains Rd.
Eastchester, NY 10583

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Judith L. Leahy
Vice President - Wealth Management
Senior Wealth Advisor

  • Phone: 914-967-4950

E-Mail: judith.leahy@citi.com

See Profile for Judith L. Leahy

1040 Boston Post Rd.
Rye, NY 10580

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INVESTMENT AND INSURANCE PRODUCTS: NOT INSURED BY THE FDIC • NOT INSURED BY THE FEDERAL GOVERNMENT OR ANY OTHER FEDERAL GOVERNMENT AGENCY, BY THE BANK, OR BY ANY AFFILIATE OF THE BANK • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, THE BANK OR AN AFFILIATE OF THE BANK • SUBJECT TO INVESTMENT RISK, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL INVESTED

Important Information for You to Know About Our Business and Relationship With You

We are required to deliver two important disclosure documents about our business and relationship with you:

  • Form Client Relationship Summary (“Form CRS”) is a brief summary of the brokerage and advisory services we offer.
  • Regulation Best Interest Disclosure Statement and Related Information for Retirement Accounts is a more detailed description of the brokerage services we offer and our obligations under Regulation Best Interest when we make recommendations to you as your broker-dealer.

Please review both of these important documents online at https://www.citi.com/investorinfo/. If you prefer paper copies, please contact your advisor or call us at (800) 846-5200 | TTY: We accept 711 or other Relay Service.

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The products and services mentioned in this page are not offered to individuals resident in the European Union, European Economic Area, Switzerland, Guernsey, Jersey, Monaco, San Marino, Vatican and The Isle of Man. Your eligibility for a particular product and service is subject to a final determination by us. This communication is not, and should not be construed as, an offer, invitation or solicitation to buy or sell any of the products and services mentioned herein to such individuals.

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