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Meet the the Via Mizner Wealth Advisory Team

Our goal is to understand what matters to you, meet or exceed your expectations and make a meaningful difference in you life.

Robert A. Nicotra, CFP®, CRPC®

Robert A. Nicotra, CFP®, CRPC®

Senior Wealth Advisor

Boca Raton, FL

See Profile for Robert A. Nicotra

Nelson D. Gomez

Nelson D. Gomez

Senior Wealth Advisor

Boca Raton, FL

See Profile for Nelson D. Gomez

Nycole Sones

Nycole Sones

Senior Wealth Advisor

Boca Raton, FL

See Profile for Nycole Sones

Svetlana Amadeo

Svetlana Amadeo

Client Service Associate

Boca Raton, FL

Angela Miller

Angela Miller

Client Service Associate

Boca Raton, FL

INVESTMENT AND INSURANCE PRODUCTS: NOT FDIC INSURED • NOT A BANK DEPOSIT • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NO BANK GUARANTEE ● MAY LOSE VALUE

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: Use 711

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Important Information

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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Citi Personal Wealth Management is a business of Citigroup Inc., which offers investment products through Citigroup Global Markets Inc. (CGMI), member SIPC. Citigroup Life Agency LLC (CLA) offers insurance products. In California, CLA does business as Citigroup Life Insurance Agency, LLC (license number 0G56746). CGMI, CLA and Citibank, N.A. are affiliated companies under the common control of Citigroup Inc. Citi, Citi and Arc Design and other marks used herein are service marks of Citigroup Inc. or its affiliates, used and registered throughout the world.

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