Sean Broderick
Vice President – Wealth Management
Senior Wealth Advisor
NMLS# 1814475
- Phone: (718) 876-0142
E-Mail: sean.broderick@citi.com
388 Greenwich Street
New York,
NY
10013
388 Greenwich Street
New York,
NY
10013
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 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.
About Sean Broderick
As a Citi Personal Wealth Management Wealth Advisor, I focus on building long- term relationships and serving clients at a level that they deserve. I provide retirement/financial planning, education planning, and I work with customers' tax and legal advisor for insurance/estate planning, and much more.
One way I help clients is by connecting them with other Citi professionals who can assist with a range of needs—including savings, mortgage lending, and commercial banking. By working together with a Wealth Relationship Manager, I ensure my clients get access to banking and lending services, unlocking the true value they deserve.
I have been with Citigroup since 2010. I have Bachelor’s degrees in Business Finance and Accounting from C.U.N.Y. Staten Island and graduated from two executive programs at Wharton School of Business. I hold Series 7, 66, NY and NJ Life, Accident, and Health Insurance Licenses.
I am an avid health and fitness enthusiast. I currently reside in Staten Island, NY, with my wife and two young sons.
Sean's Awards
The methodology for each award/rating has been reviewed, but not verified, by Citigroup Inc. (Citi) or its affiliates. Please contact the provider of the relevant award/rating for information regarding eligibility of the underlying criteria and factors utilized in compiling the data. The receipt of an award/rating with respect to a product or service may not be representative of the actual experience of any client and is not a guarantee of future performance success. Citi or its affiliates paid compensation to obtain or use the award/rating. These awards consider information provided by Citi (and other applicants), and do not solicit input or responses from actual clients.