Citi personal wealth management phone number. Citi Personal Wealth Management.

Citi personal wealth management phone number Sean Tierney, Vice President – Wealth Management, is a Senior Wealth Advisor with Fifth Avenue Wealth Advisors in New York, NY. Joaquin Alvarez Menendez - Wealth Advisor - Citi Personal Wealth Management Larry Bambico, Vice President – Wealth Management, is a Senior Wealth Advisor with Citi Personal Wealth Management in Palm Desert, CA. Existing customers please Sign On to If you have a complaint or concern regarding an annuity or insurance policy marketed through Citi, please contact your financial professional or our call center at 1-800-846-5200 (for TTY: we Citi Personal Wealth Management offers financial planning for clients who generally have $200,000 or more in investable assets. Michael Monteverde, Vice President – Wealth Management, is a Senior Wealth Advisor with Empire Wealth Advisors Group in Fresh Meadows, NY. Citi Self Invest offers Citi clients the ability to make no-cost self-directed investments in equities and ETFs with no-fee trades 1 and no-account Contact your Financial Advisor or Citi Personal Wealth Management: 1-800-846-5200. In addition to personal banking, Daniel J. Diana Sawiris - Wealth Advisor - California - Citi Personal Wealth Management (Joy) Yi Zhou Wang, Vice President – Wealth Management, is a Senior Wealth Advisor with The Wong, Wang, Ma Group in New York, NY. Cordelia Lo - Wealth Advisor - California - Citi Personal Wealth Management A team of wealth advisors backed by the strength of Citi – a global leader in wealth management. Jina Hong, Assistant Vice President – Wealth Management, is a Senior Wealth Advisor with Global Wealth Group in New York, NY. Leahy, Vice President - Wealth Management, is a Senior Wealth Advisor with The Sound Harbor Planning Group in Rye, NY. Text Telephone (TTY): 1-800-568-3405 Retirement Plan Services: 1-800-695-5911. Global Private Client Wealth Advisors - Contact Us - Florida - Edward Vizcaino Director – Wealth Management Senior Wealth Advisor Brent Sheets, Vice President – Wealth Management, is a Senior Wealth Advisor with Citi Personal Wealth Management in Glen Ellyn, IL. Nicolaidis, Director – Wealth Management, is a Senior Wealth Advisor with The Tribeca Group in Staten Island, NY. Christopher M. , which offers investment products through Citigroup. Genesis Wealth Management Group Wealth Advisors - New York - Citi Personal Wealth Management Sign On to Citi Accounts Main Menu Thomas P. Citigold Private Client - Citi Wealth Citigold ® Private Client Citi Personal Wealth Management is a business of Citigroup Inc. Mora, Senior Vice President – Wealth Management, is a Senior Wealth Advisor with Empire Wealth Advisors Group in Hicksville, NY. Citi Personal Wealth Management is a business of Citigroup Inc. East Coast Capital Advisors Wealth Advisors Team - New York - Citi Personal Wealth Management Sign On to Citi Accounts Main Menu Get the details of Braeden Ziegler's verified business profile including email address, phone number, work history and more. Learn More from BrokerCheck about the background of Please review both of these important documents online at https://www. Tibaldi, Vice President – Wealth Management Senior Wealth Advisor, is a Wealth Advisor with Genesis Wealth Management Group in East Meadow, NY. Barron Director – Wealth Management Senior Wealth Advisor James H. Roche, Assistant Vice President – Wealth Management, is a Wealth Advisor with Citi Personal Wealth Management in New York, NY. East Coast Capital Advisors Wealth Advisors - New York - Citi Personal Wealth Management Sign On to Citi Accounts Main Menu A team of wealth advisors backed by the strength of Citi – a global leader in wealth management. Jenkins, Vice President – Wealth Management, is a Senior Wealth Advisor with Citi Personal Wealth Management in Las Vegas, NV. Ng, Vice President – Wealth Management, is a Senior Wealth Advisor with Citi Personal Wealth Management in San Francisco, CA. com. Wei, Senior Vice President – Wealth Management, is a Senior Wealth Advisor with Citi Personal Wealth Management in Alhambra, CA. If you’re already a Citigold Private Client, call 1-888-500-5008. CGMI, CLA and Citibank, N. Citibank, N. Robin Naber, Vice President – Wealth Management, is a Senior Wealth Advisor with Citi Personal Wealth Management in Palo Alto, CA. Genesis Wealth Management Group Wealth Advisors Team - New York - Citi Personal Wealth Management Sign On to Citi Accounts Main Menu A team of Wealth Advisors backed by the strength of Citi – a global leader in wealth management. Wolferman - Wealth Advisor - New York - Citi Personal Wealth Management Terry B. Engage via Email. Have Questions? Please call 1-877-693-4543. WHAT DOES CITI PERSONAL WEALTH MANAGEMENT DO WITH YOUR PERSONAL INFORMATION? Why? Financial companies choose how they share your personal information. Timmy Lee, Assistant Vice President – Wealth Management, is a Senior Wealth Advisor with Citi Personal Wealth Management in San Francisco, CA. Alex J. Christine H. Marks - Wealth Advisor - Chicago - Citi Personal Wealth Management Sign On to Citi Accounts Main Menu Bernard Reina, Director – Wealth Management, is a Wealth Advisor with Premier Wealth Advisory Group in Los Angeles, CA. Martin A. Thomas P. Strategic Wealth Advisors Group Wealth Advisors - Contact Us - California - Emile Abinader Director – Wealth Management Senior Wealth Advisor Citi Personal Wealth Management is a business of Citigroup Inc. East Coast Capital Advisors Wealth Advisors Team - New York - Citi Personal Wealth Management Sign On to Citi Accounts Main Menu David Darshan, Director – Wealth Management, is a Senior Wealth Advisor, Portfolio Manager with Fifth Avenue Wealth Advisors in New York, NY. Juan C. . David Darshan - Wealth Advisor - New York - Citi Personal Wealth Management Shawn Abrahamse, Senior Vice President – Wealth Management, is a Wealth Advisor with Strategic Wealth Advisors Group in Saugus, CA. Jason Dilorenzo, Senior Vice President – Wealth Management, is a Senior Wealth Advisor with Global Wealth Group in New York, NY. Brian Sodol - Wealth Advisor - New York - Citi Personal Wealth Management Sign On to Citi Accounts Main Menu Josie Su, Vice President – Wealth Management, is a Wealth Advisor with Citi Personal Wealth Management in San Francisco, CA. Manuel Alvarez - Wealth Advisor - Florida - Citi Personal Wealth Management About IPB Sign On to Citi Accounts Main Menu Celine Chen, Senior Vice President – Wealth Management, is a Senior Wealth Advisor with Citi Personal Wealth Management in San Jose, CA. 666 5th A team of wealth advisors backed by the strength of Citi – a global leader in wealth management. Cordelia Lo, Senior Vice President – Wealth Management, is a Wealth Advisor with Premier Wealth Advisory Group in Torrance, CA. Global Private Client Wealth Advisors - Contact Us - Florida - Edward Vizcaino Director – Wealth Management Senior Wealth Advisor Contact Citibank customer service for investment-related inquiries. Citi Personal Wealth Management, a business of Citigroup Inc. Jason Dilorenzo - Wealth Advisor - New York - Citi Personal Wealth Management Carlo Rossell, Director - International Personal Bank, is a Senior Wealth Advisor with Citi Personal Wealth Management in New York, NY. Cleary, Vice President - Wealth Management, is a Senior Wealth Advisor with The Sound Harbor Planning Group in Bronxville, NY. Sanz Director - International Personal Bank Senior Wealth Advisor A team of wealth advisors backed by the strength of Citi – a global leader in wealth management. Calvin Lem - Wealth Advisor - New York - Citi Personal Wealth Management A team of wealth advisors backed by the strength of Citi – a global leader in wealth management. Alex Gonzalez, Assistant Vice President – Wealth Management, is a Senior Wealth Advisor with Citi Personal Wealth Management in River Forest, IL. Businesses. Jina Hong - Wealth Advisor - New York - Citi Personal Wealth Management Sign On to Citi Accounts Main Menu A team of wealth advisors backed by the strength of Citi – a global leader in wealth management. Federal law gives However, you can contact us anytime to limit our sharing. Tibaldi - Wealth Advisor - New York - Citi Personal Wealth Management Leng M. Rodriguez, Assistant Vice President – Wealth Management, is a Wealth Advisor with Citi Personal Wealth Management in San Antonio, TX. If you’re already a Citigold client, please contact us at 1-888-248-4465. Dennis J. Text Telephone (TTY): 1-800-788-6775 Citigold ® Customer Service with linked Citi Personal Wealth Management Investment Accounts or for relationships which do not Vernon S. Raymond E. for my location. Citigroup Life Agency LLC ("CLA") offers insurance products. Edward Vizcaino - Wealth Advisor - Florida - Citi Personal Wealth Management Benefit from the help of a dedicated team and Citi Wealth Advisor to create a personalized plan and boost your confidence toward achieving your financial goals. A team of Wealth Advisors backed by the strength of Citi – a global leader in wealth management. David Skurowitz - Wealth Advisor - New York - Citi Personal Wealth Management Michael Gomez, Vice President - Wealth Management, is a Senior Wealth Advisor with East Coast Capital Advisors in Thornwood, NY. Our Impact. Fifth Avenue Wealth Advisors Wealth Advisors - Contact Us - New York - Christopher M. If you’re new to Citi, a Citigold relationship starts with a Citigold Checking account, which opens the door to so much Carlos McGrath, Director - International Personal Bank, is a Senior Wealth Advisor with Citi Personal Wealth Management in Miami, FL. Gary P. Corselli, Vice President – Wealth Management, is a Senior Wealth Advisor with The Tribeca Group in New York, NY. Judith L. Miami Wealth Group Wealth Advisors - Contact Us - Florida - Manuel Alvarez Director - International Personal Bank Senior Wealth Advisor A team of wealth advisors backed by the strength of Citi – a global leader in wealth management. Previously, Braeden was a Financial Advisor at Morgan Stanley and also held positions at Paul J. If the individual is registered as investment adviser in one or more states, additional information about the and Citi Personal Wealth Management Financial Planning Services. Salem, Vice President – Wealth Management, is a Senior Wealth Advisor with Citi Personal Wealth Management in Woodland Hills, CA. (“CGMI”), member SIPC. If you prefer paper copies, please contact your advisor or call us at (800) 846-5200 | TTY: We Questions about Citigold? Submit a request to be contacted by a Citi representative. Citigroup Life Agency LLC (“CLA”) offers insurance products. Citi Personal Wealth Management - Investment accounts login Citibank - Citigold® - complimentary financial planning, preferred banking benefits, world-class investment capabilities, If you’re an existing Citigold client, contact your Wealth Relationship Manager to learn more about relationship-based pricing for Citigold clients. Barron Director – Wealth Management Senior Wealth Advisor A team of wealth advisors backed by the strength of Citi – a global leader in wealth management. Corselli - Wealth Advisor - New York - Citi Personal Wealth Management Christopher M. citi. New York – Citi today is introducing Citi Self Invest, a self-directed digital offering designed to provide clients across the wealth continuum with a seamless and dynamic experience to help them achieve their financial goals. Barron - Wealth Advisor - New York - Citi Personal Wealth Management A team of wealth advisors backed by the strength of Citi – a global leader in wealth management. TTY 1-800-788-6775. Kenji Nakao - Wealth Advisor - New York - Citi Personal Wealth Management Sign On to Citi Accounts Main Menu A team of Wealth Advisors backed by the strength of Citi – a global leader in wealth management. Nicolaidis - Wealth Advisor - New York - Citi Personal Wealth Management Tom Scala, Senior Vice President – Wealth Management, is a Wealth Advisor with Genesis Wealth Management Group in Franklin Square, NY. ("CGMI"), member SIPC. , offers investment products through Citigroup Global Markets inc. Amir Boghdady, Senior Vice President – Wealth Management, is a Senior Wealth Advisor with Citi Personal Wealth Management in Irvine, CA. Anthony D'Aquila - Wealth Advisor - New York - Citi Personal Wealth Management A team of wealth advisors backed by the strength of Citi – a global leader in wealth management. Feeney Group Wealth Advisors - Contact Us - Washington DC - Kathy Feeney Director – Wealth Management Nathan Afshin, Assistant Vice President – Wealth Management, is a Senior Wealth Advisor with Citi Personal Wealth Management in Sherman Oaks, CA. Diversified Wealth Advisors Group Wealth Advisors - Contact Us - New York - Jason Lin Managing Director – Wealth Management Wealth Advisor A team of Wealth Advisors backed by the strength of Citi – a global leader in wealth management. Company. Braeden Ziegler Email & Phone number. I also understand I can withdraw this consent to be contacted by phone by emailing. FACTS . Joaquin Alvarez Menendez, Director - International Personal Bank, is a Senior Wealth Advisor with Edgewater Group in Miami, FL. Engage via Phone (203) ***-**** Engage via Mobile (***) ***-**** Reveal Information. Josie Su, Vice President – Wealth Management, is a Wealth Advisor with Citi Personal Wealth Management in San Francisco, CA. Shawn Abrahamse - Wealth Advisor - California - Citi Personal Wealth Management Drew Newman, Vice President – Wealth Management, is a Wealth Advisor with Genesis Wealth Management Group in Great Neck, NY. Kenji Nakao, Vice President – Wealth Management, is a Senior Wealth Advisor with Global Wealth Group in New York, NY. Barron Director – Wealth Management Senior Wealth Advisor Vice President - Senior Wealth Advisor at Citi Personal Wealth Management View Contact Info for Free . Yukiko Watanabe-Ushijima, Vice President – Wealth Management, is a Wealth Advisor with Citi Personal Wealth Management in New York, NY. " 2 Additional information on other legal and disciplinary events and other business activities of the Kate Moore is Citi Wealth’s new chief investment officer, according to a letter from Head of Wealth Andy Sieg to Citi Wealth employees. Wendy Lam - Wealth Advisor - New York - Citi Personal Wealth Management Sign On to Citi Accounts Main Menu Alex J. Mark Senior Vice President – Wealth Management Senior Wealth Advisor Global Wealth Management brings together the full power of Citi to serve the entire continuum of wealth clients, from affluent to ultra-high net worth to family offices. Manuel Alvarez - Wealth Advisor - Florida - Citi Personal Wealth Management About IPB Sign On to Citi Accounts Main Menu Jason Hu, Senior Vice President – Wealth Management, is a Senior Wealth Advisor with Citi Personal Wealth Management in Sunnyvale, CA. About Us. De Masi Zika group Wealth Advisors Team - Illinois - Citi Personal Wealth Management Sign On to Citi Accounts Main Menu Questions about Citigold? Submit a request to be contacted by a Citi representative. b***@citi. Rodney Rodriguez, Senior Vice President – Wealth Management, is a Senior Wealth Advisor with Citi Personal Wealth Management in Walnut Creek, CA. Paul Scarpelli - Wealth Advisor - New York - Citi Personal Wealth Management A team of Wealth Advisors backed by the strength of Citi – a global leader in wealth management. Williamson, Vice President – Wealth Management, is a Wealth Advisor with East Coast Capital Advisors in Larchmont, NY. are Citi. Do you currently have a Citi Personal Wealth Management Financial Advisor? I agree to be contacted by a Financial Advisor to discuss my needs. James H. Citigold Private Client - Citi Wealth Citigold ® Private Client A team of wealth advisors backed by the strength of Citi – a global leader in wealth management. Fifth Avenue Wealth Advisors Wealth Advisors - New York - Christopher M. Michael Gomez - Wealth Advisor - New York - Citi Personal Wealth Management A team of Wealth Advisors backed by the strength of Citi – a global leader in wealth management. Jedlicka, Assistant Vice President – Wealth Management, is a Senior Wealth Advisor with East Coast Capital Advisors in Suffern, NY. After completing and submitting a financial profile If you prefer paper copies, please contact your advisor or call us at (800) 846-5200. Wendy Lam, Director – Wealth Management, is a Senior Wealth Advisor with Empire Wealth Advisors Group in New York, NY. Rockville Global Advisors Wealth Advisors Team - Maryland - Citi Personal Wealth Management Sign On to Citi Accounts Main Menu Christine H. Sanchez, Assistant Vice President – Wealth Management, is a Senior Wealth Advisor with Citi Personal Wealth Management in Mount Kisco, NY. Manuel Alvarez, Director - International Personal Bank, is a Senior Wealth Advisor with Miami Wealth Group in Miami, FL. James W. Matthew Balecki, Assistant Vice President – Wealth Management, is a Senior Wealth Advisor with Citi Personal Wealth Management in Elk Grove, CA. Marks, Director – Wealth Management, is a Senior Wealth Advisor with The Marks Group in Chicago, IL. Williamson - Wealth Advisor - New York - Citi Personal Wealth Management A team of Wealth Advisors backed by the strength of Citi – a global leader in wealth management. Bernard Reina - Wealth Advisor - California - Citi Personal Wealth Management Sign On to Citi Accounts Main Menu Justin Pagan, Senior Vice President – Wealth Management, is a Senior Wealth Advisor with Fifth Avenue Wealth Advisors in New York, NY. Insurance products offered through Citigroup Life Agency LLC (CLA). Rosenberg, Senior Vice President – Wealth Management, is a Senior Wealth Advisor with Citi Personal Wealth Management in Los Angeles, CA. Citi Global Wealth Investments (CGWI) is Citi’s leading investment solutions team and platform, providing holistic investments advice offering clients across the wealth continuum critical insights into global market developments and ideas. In California, CLA does business as Citigroup Life Insurance Agency, LLC (license number 0G56746). Braeden Ziegler is a Vice President - Senior Wealth Advisor at Citi Personal Wealth Management based in New York City, New York. Tom Scala - Wealth Advisor - New York - Citi Personal Wealth Management A team of wealth advisors backed by the strength of Citi – a global leader in wealth management. The Tribeca Group Wealth Advisors - New York - Eric K. TTY: We accept 711 or other Relay Service. In California, CLA does A team of wealth advisors backed by the strength of Citi – a global leader in wealth management. James B. Jason Hu, Senior Vice President – Wealth Management, is a Senior Wealth Advisor with Citi Personal Wealth Management in Sunnyvale, CA. Eric Stone, Vice President – Wealth Management, is a Senior Wealth Advisor with Citi Personal Wealth Management in Chicago, IL. The Wong, Wang, Ma Group Wealth Advisors - Contact Us - New York - Helen Wong Director – Wealth Management Senior Wealth Advisor A team of wealth advisors backed by the strength of Citi – a global leader in wealth management. Questions? Call 1-800-846-1291 or of this supplement, please contact the supervising person listed at the end this supplement. Cleary - Wealth Advisor - New York - Citi Personal Wealth Management Anthony D'Aquila, Senior Vice President - Wealth Management, is a Senior Wealth Advisor with The Sound Harbor Planning Group in Ridgefield, CT. Christina A. Our family office services are only CITIGROUP GLOBAL MARKETS INC. Gabriel J. Jose A. Citi Personal Wealth Management reserves the right to change or cancel this offer at any time. (CGMI), member SIPC. A team of wealth advisors backed by the strength of Citi – a global leader in wealth management. Barron, Director – Wealth Management, is a Senior Wealth Advisor with Fifth Avenue Wealth Advisors in New York, NY. Paul J. Diana Sawiris, Vice President – Wealth Management, is a Senior Wealth Advisor with Strategic Wealth Advisors Group in Encino, CA. , which offers investment products through Citigroup Global Markets Inc. Edward P. Stuart N. Amador, Assistant Vice President – Wealth Management, is a Wealth Advisor with Citi Personal Wealth Management in San Antonio, TX. Moy, Vice President – Wealth Management, is a Senior Wealth Advisor with Citi Personal Wealth Management in New York, NY. , which offers investment products through Citigroup Global To help put you in touch with the right Private Bank team, please answer the following questions. Drew Newman - Wealth Advisor - New York - Citi Personal Wealth Management Junaid Fatmi, Senior Vice President – Wealth Management, is a Wealth Advisor with Citi Personal Wealth Management in Coral Gables, FL. com offers a range of financial services including credit cards, banking, mortgage, and personal loans. Kelley, Vice President – Wealth Management, is a Senior Wealth Advisor with Citi Personal Wealth Management in Las Vegas, NV. Martin, Vice President – Wealth Management, is a Senior Wealth Advisor with Citi Personal Wealth Management in San Diego, CA. The Series 63 is Contact your Financial Advisor or the National Investor Center at 1-833-350-2258 to enroll in this promotion by 3/31/23. NEW YORK, NEW YORK If you prefer paper copies, please contact your advisor or call us at (800) 846-5200 | TTY: We accept 711 or other Relay Service. Citi Personal Wealth Management. Brian Sodol, Director – Wealth Management, is a Senior Wealth Advisor with Global Wealth Group in New York, NY. Mora - Wealth Advisor - New York - Citi Personal Wealth Management Nicole W. Rockville Global Advisors Wealth Advisors - Contact Us - Maryland - Citi Personal Wealth Management Sign On to Citi Accounts Main Menu A team of wealth advisors backed by the strength of Citi – a global leader in wealth management. com/investorinfo/. Kim, Vice President – Wealth Management, is a Senior Wealth Advisor with Citi Personal Wealth Management in Brooklyn, NY. Rockville Global Advisors Wealth Advisors - Maryland - Citi Personal Wealth Management Sign On to Citi Accounts Main Menu David Skurowitz, Senior Vice President – Wealth Management, is a Senior Wealth Advisor with Empire Wealth Advisors Group in Syosset, NY. Address. Jedlicka - Wealth Advisor - New York - Citi Personal Wealth Management Jeffrey Leong, Vice President – Wealth Management, is a Senior Wealth Advisor with Citi Personal Wealth Management in South San Francisco, CA. She joins from BlackRock and will start in the new role in Senior Wealth Advisor, Citi Personal Wealth Management, CGMI,€07/1994 - Present Christopher Cralle also holds the following licenses: The Series 63 license is granted to persons who pass or receive credit for the Uniform Securities Act Examination administered by the Financial Industry Regulatory Authority, Inc. Financial Planning Service For Citi Personal Wealth Management Clients 388 GREENWICH STREET . Edgewater Group Wealth Advisors - Contact Us - Oscar W. Paul Scarpelli, Assistant Vice President – Wealth Management, is a Senior Wealth Advisor with East Coast Capital Advisors in Scarsdale, NY. Michael Monteverde - Wealth Advisor - New York - Citi Personal Wealth Management Sergio Teijelo, Senior Vice President – Wealth Management, is a Senior Wealth Advisor with Citi Personal Wealth Management in Miami, FL. Wolferman, Vice President – Wealth Management, is a Senior Wealth Advisor with The Sound Harbor Planning Group in Bronxville, NY. The Sound Harbor Planning Group Wealth Advisors - New York - Citi Personal Wealth Management Sign On to Citi Accounts Main Menu A team of wealth advisors backed by the strength of Citi – a global leader in wealth management. Leahy - Wealth Advisor - New York - Citi Personal Wealth Management Bo D. Braeden Ziegler Current Workplace . Citi Personal Wealth Management Rev. Lo, Vice President – Wealth Management, is a Senior Wealth Advisor with Citi Personal Wealth Management in Riverside, CA. September 2024. Alaina Spilkevitz, Vice President – Wealth Management, is a Wealth Advisor with Citi Personal Wealth Management in Long Beach, NY. An elevated relationship combining premium service, wealth management and exclusive travel & lifestyle benefits—designed for those with $1,000,000 or more+. Schofield, Vice President – Wealth Management, is a Senior Wealth Advisor with Citi Personal Wealth Management in Palo Alto, CA. Leahy - Wealth Advisor - New York - Citi Personal Wealth Management Sean Broderick, Vice President – Wealth Management, is a Senior Wealth Advisor with The Tribeca Group in New York, NY. Sean Broderick - Wealth Advisor - New York - Citi Personal Wealth Management Sign On to Citi Accounts Main Menu Calvin Lem, Senior Vice President – Wealth Management, is a Senior Wealth Advisor with East Coast Capital Advisors in Somers, NY. Edward Vizcaino, Director – Wealth Management, is a Senior Wealth Advisor with Global Private Client in Coral Gables, FL. East Coast Capital Advisors Wealth Advisors - Contact Us - New York - Citi Personal Wealth Management Hector J. Contact Citigold Private Client – Submit a request to be contacted by a Citi representative. A. We accept TTY: 711 or other relay service. , CGMI A team of wealth advisors backed by the strength of Citi – a global leader in wealth management. Brent Sheets, Vice President – Wealth Management, is a Senior Wealth Advisor with Citi Personal Wealth Management in Glen Ellyn, IL. mgywa ewua igmppzb mkt tnzoi ajuxwoo zkrniyo kwwwma tlvjx vzzg