04/30/2021
Clarfeld | Citizens Private Wealth Opens Wealth Center in West Palm Beach, Florida
PROVIDENCE, RI – Citizens Financial Group, Inc. (NYSE: CFG) today announced that the newest Clarfeld Citizens Wealth Management wealth center has opened at Phillips Point, 777 S. Flagler Drive, West Palm Beach, FL. The location will feature a team of 10, including advisors who specialize in wealth management, tax and estate planning and services focused on the needs of clients in the South Florida area. Consistently ranked as a top wealth advisor, and with nearly $17 billion in combined AUM & AUA, Clarfeld Citizens Wealth Management offers unrivalled service and expertise, proven over 35 years to meet the complex needs of affluent families.
The South Florida center will be easily accessible to clients who are increasingly either seasonal or full-time residents in South Florida, a region that’s becoming more popular for high net worth and ultra-high net worth individuals and families, including thousands of existing Citizens customers. This location will offer a best-in-class experience for clients in this this segment as they increasingly seek solutions to help plan and protect their financial future and legacy.
“South Florida is a key seasonal destination for thousands of our existing clients as well as an attractive growth market. Combined with our leading digital capabilities, this new wealth center will help support our customers’ needs year round by providing world-class advisory and planning capabilities delivered through our growing team of local wealth advisors,” said Brendan Coughlin, Head of Consumer Banking at Citizens. “We look forward to providing exceptional wealth management capabilities to this market and being a valued part of its community.”
About Citizens Financial Group, Inc.
Citizens Financial Group, Inc. is one of the nation’s oldest and largest financial institutions, with $187.2 billion in assets as of March 31, 2021. Headquartered in Providence, Rhode Island, Citizens offers a broad range of retail and commercial banking products and services to individuals, small businesses, middle-market companies, large corporations and institutions. Citizens helps its customers reach their potential by listening to them and by understanding their needs in order to offer tailored advice, ideas and solutions. In Consumer Banking, Citizens provides an integrated experience that includes mobile and online banking, a 24/7 customer contact center and the convenience of approximately 3,000 ATMs and approximately 1,000 branches in 11 states in the New England, Mid-Atlantic and Midwest regions. Consumer Banking products and services include a full range of banking, lending, savings, wealth management and small business offerings. In Commercial Banking, Citizens offers a broad complement of financial products and solutions, including lending and leasing, deposit and treasury management services, foreign exchange, interest rate and commodity risk management solutions, as well as loan syndication, corporate finance, merger and acquisition, and debt and equity capital markets capabilities. More information is available at www.citizensbank.com or visit us on Twitter, LinkedIn or Facebook.
