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Meet 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 your life.

Robert A. Nicotra, CFP®, CRPC®

Robert A. Nicotra, CFP®, CRPC®

Director — Wealth Management

Senior Wealth Advisor

Boca Raton, FL

See Profile for Robert A. Nicotra

Nelson D. Gomez

Nelson D. Gomez

Vice President — Wealth Management

Senior Wealth Advisor

Boca Raton, FL

See Profile for Nelson D. Gomez

Nycole Sones

Nycole Sones

Assistant Vice President - Wealth Management

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 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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