Citizens Private Client is a comprehensive financial advisory firm based in Fort Lauderdale, Florida. With a team of dedicated advisors, they offer personalized solutions to individuals and families at every stage of life, helping them navigate complex financial decisions and plan for their future. Their services include financial planning, insurance asset planning, retirement planning, investment advice, banking and lending, trust and estate planning, tax planning, multi-family office services, charitable giving, and trust advisory. As a division of Citizens Bank, N.A., Citizens Private Client provides a wide range of banking, insurance, brokerage, trust, and investment advisory services. They prioritize collaboration and customization, tailoring their strategies to meet the unique needs and goals of each client. With a focus on long-term financial success and legacy planning, Citizens Private Client is committed to helping individuals and families achieve their financial aspirations.Generated from the website

Ross Cammarata - Associate Manager, Ameriprise Financial Services, LLC

Jean Pierre Fernandez - Financial Advisor, Ameriprise Financial Services, LLC

Tom Fread - Financial Advisor, Ameriprise Financial Services, LLC

Tarpon Bend Strategic Wealth - Ameriprise Financial Services, LLC