As part of its continuous plan to expand wealth capabilities in important US markets, Citizens Financial Group has introduced an emerging team of seasoned wealth advisers, headed by Stephen LaForte and Jonathan Soto.
Located in Boca Raton, these senior advisers have over 40 years of collective expertise in wealth management, having previously looked after client assets worth almost $600m. For high-net-worth and ultra-high-net-worth individuals, families, and companies, they specialise in providing personalised wealth management solutions.
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Financial planning, investment management, deposits and lending, estate and trust planning, insurance and asset protection options, and tax planning and preparation are all provided by Citizens Private Wealth to its clients and their families.
Through integrated wealth management and banking, they collaborate closely with Citizens Private Bank to assist ultra-high-net-worth individuals, their families, and enterprises in streamlining their personal and business financial life.
Customers appreciate the level of high-touch, individualised customer care offered by specialty boutiques combined with the breadth of possibilities offered by major banks.
Paul Casey, head of wealth at Citizens stated: “The addition of nationally recognised wealth advisers in Boca Raton will bring tremendous momentum to Citizens Private Wealth’s growth in the greater South Florida market. Stephen and Jonathan are dedicated to building trusting and long-lasting client relationships, and I am confident they will help advance our mission by providing the highest level of client service and personalised advice.”
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By GlobalDataSoto added: “There’s been a lot of buzz in the market surrounding Citizens Private Wealth and we were immediately intrigued by the opportunity to deepen its presence in South Florida. What attracted us to join Citizens is the ability to grow our business and better provide for our clients rapidly evolving needs thanks to the firm’s strong balance sheet, robust capabilities and best-in-class resources.”
