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Citi personal wealth management phone number Citi Personal Wealth Management. Company. 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. Contact Citigold Private Client – Submit a request to be contacted by a Citi representative. Barron Director – Wealth Management Senior Wealth Advisor Vice President - Senior Wealth Advisor at Citi Personal Wealth Management View Contact Info for Free . 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. . 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. Jina Hong, Assistant Vice President – Wealth Management, is a Senior Wealth Advisor with Global Wealth Group in New York, NY. 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. Joaquin Alvarez Menendez, Director - International Personal Bank, is a Senior Wealth Advisor with Edgewater Group in Miami, FL. CGMI, CLA and Citibank, N. 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. 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. Alaina Spilkevitz, Vice President – Wealth Management, is a Wealth Advisor with Citi Personal Wealth Management in Long Beach, NY. Schofield, Vice President – Wealth Management, is a Senior Wealth Advisor with Citi Personal Wealth Management in Palo Alto, CA. Gary P. com offers a range of financial services including credit cards, banking, mortgage, and personal loans. 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. Our family office services are only CITIGROUP GLOBAL MARKETS INC. 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. Judith L. are Citi. Christine H. " 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. About Us. Our Impact. Kenji Nakao, Vice President – Wealth Management, is a Senior Wealth Advisor with Global Wealth Group in New York, NY. 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. Yukiko Watanabe-Ushijima, Vice President – Wealth Management, is a Wealth Advisor with Citi Personal Wealth Management in New York, NY. Lo, Vice President – Wealth Management, is a Senior Wealth Advisor with Citi Personal Wealth Management in Riverside, CA. Moy, Vice President – Wealth Management, is a Senior Wealth Advisor with Citi Personal Wealth Management in New York, NY. Paul J. Fifth Avenue Wealth Advisors Wealth Advisors - Contact Us - New York - Christopher M. 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. 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. Jason Hu, Senior Vice President – Wealth Management, is a Senior Wealth Advisor with Citi Personal Wealth Management in Sunnyvale, CA. Raymond E. 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. We accept TTY: 711 or other relay service. Mora - Wealth Advisor - New York - Citi Personal Wealth Management Nicole W. Roche, Assistant Vice President – Wealth Management, is a Wealth Advisor with Citi Personal Wealth Management in New York, NY. 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. Edward Vizcaino, Director – Wealth Management, is a Senior Wealth Advisor with Global Private Client in Coral Gables, FL. 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. 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. Wei, Senior Vice President – Wealth Management, is a Senior Wealth Advisor with Citi Personal Wealth Management in Alhambra, CA. 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. James W. b***@citi. 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. Edward P. Juan C. A. Mora, Senior Vice President – Wealth Management, is a Senior Wealth Advisor with Empire Wealth Advisors Group in Hicksville, NY. 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. , which offers investment products through Citigroup Global Markets Inc. Citi Personal Wealth Management is a business of Citigroup Inc. Federal law gives However, you can contact us anytime to limit our sharing. Wolferman, Vice President – Wealth Management, is a Senior Wealth Advisor with The Sound Harbor Planning Group in Bronxville, NY. com/investorinfo/. Diana Sawiris, Vice President – Wealth Management, is a Senior Wealth Advisor with Strategic Wealth Advisors Group in Encino, CA. Rosenberg, Senior Vice President – Wealth Management, is a Senior Wealth Advisor with Citi Personal Wealth Management in Los Angeles, 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. Sanchez, Assistant Vice President – Wealth Management, is a Senior Wealth Advisor with Citi Personal Wealth Management in Mount Kisco, NY. 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. Nicolaidis, Director – Wealth Management, is a Senior Wealth Advisor with The Tribeca Group in Staten Island, NY. , CGMI A team of wealth advisors backed by the strength of Citi – a global leader in wealth management. TTY: We accept 711 or other Relay Service. 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. 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. September 2024. 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. Stuart N. Tibaldi, Vice President – Wealth Management Senior Wealth Advisor, is a Wealth Advisor with Genesis Wealth Management Group in East Meadow, NY. Jose A. 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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. Brian Sodol, Director – Wealth Management, is a Senior Wealth Advisor with Global Wealth Group in New York, NY. Citi Personal Wealth Management reserves the right to change or cancel this offer at any time. If you’re already a Citigold Private Client, call 1-888-500-5008. Wolferman - Wealth Advisor - New York - Citi Personal Wealth Management Terry B. Kelley, Vice President – Wealth Management, is a Senior Wealth Advisor with Citi Personal Wealth Management in Las Vegas, NV. Jedlicka, Assistant Vice President – Wealth Management, is a Senior Wealth Advisor with East Coast Capital Advisors in Suffern, NY. Christina A. 666 5th A team of wealth advisors backed by the strength of Citi – a global leader in wealth management. Matthew Balecki, Assistant Vice President – Wealth Management, is a Senior Wealth Advisor with Citi Personal Wealth Management in Elk Grove, CA. An elevated relationship combining premium service, wealth management and exclusive travel & lifestyle benefits—designed for those with $1,000,000 or more+. I also understand I can withdraw this consent to be contacted by phone by emailing. Gabriel J. WHAT DOES CITI PERSONAL WEALTH MANAGEMENT DO WITH YOUR PERSONAL INFORMATION? Why? Financial companies choose how they share your personal information. Corselli, Vice President – Wealth Management, is a Senior Wealth Advisor with The Tribeca Group in New York, NY. Citi Personal Wealth Management, a business of Citigroup Inc. 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. Leahy - Wealth Advisor - New York - Citi Personal Wealth Management Bo D. FACTS . 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. In California, CLA does A team of wealth advisors backed by the strength of Citi – a global leader in wealth management. Amador, Assistant Vice President – Wealth Management, is a Wealth Advisor with Citi Personal Wealth Management in San Antonio, TX. Do you currently have a Citi Personal Wealth Management Financial Advisor? I agree to be contacted by a Financial Advisor to discuss my needs. A team of Wealth Advisors backed by the strength of Citi – a global leader in wealth management. In California, CLA does business as Citigroup Life Insurance Agency, LLC (license number 0G56746). 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. 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. Citigroup Life Agency LLC ("CLA") offers insurance products. 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. Manuel Alvarez, Director - International Personal Bank, is a Senior Wealth Advisor with Miami Wealth Group in Miami, FL. If you’re already a Citigold client, please contact us at 1-888-248-4465. 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. Barron Director – Wealth Management Senior Wealth Advisor James H. Marks, Director – Wealth Management, is a Senior Wealth Advisor with The Marks Group in Chicago, IL. Global Private Client Wealth Advisors - Contact Us - Florida - Edward Vizcaino Director – Wealth Management Senior Wealth Advisor Contact Citibank customer service for investment-related inquiries. Barron Director – Wealth Management Senior Wealth Advisor 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. (“CGMI”), member SIPC. Have Questions? Please call 1-877-693-4543. Thomas P. , offers investment products through Citigroup Global Markets inc. Wendy Lam, Director – Wealth Management, is a Senior Wealth Advisor with Empire Wealth Advisors Group in New York, NY. (CGMI), member SIPC. , which offers investment products through Citigroup. Tibaldi - Wealth Advisor - New York - Citi Personal Wealth Management Leng M. 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. 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. 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. Cordelia Lo, Senior Vice President – Wealth Management, is a Wealth Advisor with Premier Wealth Advisory Group in Torrance, CA. In addition to personal banking, Daniel J. Brent Sheets, Vice President – Wealth Management, is a Senior Wealth Advisor with Citi Personal Wealth Management in Glen Ellyn, IL. Citi Personal Wealth Management Rev. Alex J. Financial Planning Service For Citi Personal Wealth Management Clients 388 GREENWICH STREET . Cleary, Vice President - Wealth Management, is a Senior Wealth Advisor with The Sound Harbor Planning Group in Bronxville, NY. 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. 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. 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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. 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. 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. citi. Citigroup Life Agency LLC (“CLA”) offers insurance products. Leahy, Vice President - Wealth Management, is a Senior Wealth Advisor with The Sound Harbor Planning Group in Rye, 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. 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. 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. Braeden Ziegler is a Vice President - Senior Wealth Advisor at Citi Personal Wealth Management based in New York City, New York. Jason Dilorenzo, Senior Vice President – Wealth Management, is a Senior Wealth Advisor with Global Wealth Group in New York, NY. James B. 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. com. 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. Paul Scarpelli, Assistant Vice President – Wealth Management, is a Senior Wealth Advisor with East Coast Capital Advisors in Scarsdale, NY. Martin A. Learn More from BrokerCheck about the background of Please review both of these important documents online at https://www. Kim, Vice President – Wealth Management, is a Senior Wealth Advisor with Citi Personal Wealth Management in Brooklyn, NY. 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. Ng, Vice President – Wealth Management, is a Senior Wealth Advisor with Citi Personal Wealth Management in San Francisco, CA. for my location. The Tribeca Group Wealth Advisors - New York - Eric K. Genesis Wealth Management Group Wealth Advisors - New York - Citi Personal Wealth Management Sign On to Citi Accounts Main Menu Thomas P. 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. 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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. Text Telephone (TTY): 1-800-568-3405 Retirement Plan Services: 1-800-695-5911. 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. Address. Salem, Vice President – Wealth Management, is a Senior Wealth Advisor with Citi Personal Wealth Management in Woodland Hills, CA. Timmy Lee, Assistant Vice President – Wealth Management, is a Senior Wealth Advisor with Citi Personal Wealth Management in San Francisco, CA. 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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. Citigold Private Client - Citi Wealth Citigold ® Private Client Citi Personal Wealth Management is a business of Citigroup Inc. Amir Boghdady, Senior Vice President – Wealth Management, is a Senior Wealth Advisor with Citi Personal Wealth Management in Irvine, CA. Engage via Email. 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. A team of wealth advisors backed by the strength of Citi – a global leader in wealth management. Michael Monteverde, Vice President – Wealth Management, is a Senior Wealth Advisor with Empire Wealth Advisors Group in Fresh Meadows, NY. Edgewater Group Wealth Advisors - Contact Us - Oscar W. 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. ("CGMI"), member SIPC. Engage via Phone (203) ***-**** Engage via Mobile (***) ***-**** Reveal Information. 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. Insurance products offered through Citigroup Life Agency LLC (CLA). James H. Fifth Avenue Wealth Advisors Wealth Advisors - New York - Christopher M. 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