James B. Lee
Vice President – Wealth Management
Senior Wealth Advisor
- Phone: 212-873-4297
162 Amsterdam Avenue
New York, NY 10023
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 global 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 trusted 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.
As a Citi Personal Wealth Management Financial Wealth Advisor, my goal is to build strong relationships with clients by earning their trust. I strive to make a difference in their financial lives by understanding clients’ ever-changing priorities and by making it easy for clients to access Citi resources, benefits, rewards and services.
One way I help clients is by connecting them with other trusted Citi professionals who can assist with a range of needs—including savings, mortgage lending, and commercial banking. Working together with a Citigold Relationship Manager, I’m also able to introduce clients to Citi’s comprehensive banking products and services.
Throughout my tenure in finance, I have acquired the skills, knowledge and experience that now help me address my clients’ complex needs, with a high level of service.