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Citizens Wealth Management Employee Directory

Financial ServicesUnited States501-1000 Employees

Citizens Wealth Management is the wealth management division within Citizens Financial Group, a long-standing United States financial services institution. It serves individuals and families by offering financial planning, retirement planning, and insurance services, with a focus on delivering a personalized financial plan across different stages of a client’s journey. Securities, brokerage, and investment advisory services are provided through Citizens Securities, Inc. and related affiliates, while insurance products may be offered by affiliates or unaffiliated partners.

The unit operates in the financial services industry and is positioned to leverage the resources of a large, established bank to serve clients across the United States. Investment and insurance products are not guaranteed and involve risk, and are not insured by the FDIC or by any federal agency. In June 2026, Citizens Bank announced the appointment of Chris Emerson as Head of Investor Relations, effective August 1, 2026.

Find Citizens Wealth Management employees' phone numbers or email addresses

Citizens Wealth Management Global Highlights

Location
Employees

North America
574

Minus sign iconPlus sign icon
  • United States Of America
    574

Citizens Wealth Management's Leadership

  • Vice President Financial Advisor at Citizens Wealth Management
    S. H.
    Vice President Financial Advisor
    Mobile Phone
  • Senior Vice President, Divisional Director Midwest at Citizens Wealth Management
    K. S.
    Senior Vice President, Divisional Director Midwest
    Mobile Phone
  • Wealth Advisor, Vp at Citizens Wealth Management
    B. P.
    Wealth Advisor, Vp
    Mobile Phone
  • Svp, Certified Financial Planner at Citizens Wealth Management
    C. S. C. C.
    Svp, Certified Financial Planner
    Mobile Phone
  • Regional Director at Citizens Wealth Management
    J. B.
    Regional Director
    Mobile Phone
  • Senior Private Client Financial Advisor at Citizens Wealth Management
    M. H.
    Senior Private Client Financial Advisor
    Mobile Phone
  • Financial Advisor at Citizens Wealth Management
    A. H.
    Financial Advisor
    Mobile Phone
  • Private Client Financial Advisor at Citizens Wealth Management
    K. A. J.
    Private Client Financial Advisor
    Mobile Phone

Citizens Wealth Management Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Legal
  • Finance
  • Business
  • Product Management
  • Other

Contact profiles from Citizens Wealth Management

Name
Title
Contact
Location
Last Update
  • Wealth Advisor at Citizens Wealth Management
    F. J.
    Wealth Advisor
    Mobile Phone
    Jun 26, 2026
  • Wealth Advisor at Citizens Wealth Management
    D. E.
    Wealth Advisor
    Mobile Phone
    Jun 26, 2026
  • Private Client Financial Advisor at Citizens Wealth Management
    V. H.
    Private Client Financial Advisor
    Mobile Phone
    Jun 27, 2026
  • Financial Advisor at Citizens Wealth Management
    C. Y.
    Financial Advisor
    Mobile Phone
    Dec 31, 2025
  • Private Client Financial Advisor at Citizens Wealth Management
    E. D.
    Private Client Financial Advisor
    Mobile Phone
    Aug 03, 2026
  • Financial Advisor at Citizens Wealth Management
    L. R. G.
    Financial Advisor
    Mobile Phone
    Aug 23, 2026
  • Wealth Advisor at Citizens Wealth Management
    T. N.
    Wealth Advisor
    Mobile Phone
    Jun 02, 2026
  • Financial Advisor at Citizens Wealth Management
    M. S.
    Financial Advisor
    Mobile Phone
    Aug 30, 2026
  • Financial Advisor at Citizens Wealth Management
    O. W.
    Financial Advisor
    Mobile Phone
    Oct 17, 2024
  • Financial Planner at Citizens Wealth Management
    R. E.
    Financial Planner
    Mobile Phone
    Oct 23, 2024

Frequently Asked Questions

What is Citizens Wealth Management known for?

Minus sign iconPlus sign iconCitizens Wealth Management operates in the Financial Services industry. Explore Citizens Wealth Management's company overview page for more information.

What is Citizens Wealth Management's most common email format?

Minus sign iconPlus sign iconCitizens Wealth Management employees' email format typically follows the pattern of First.Last@citizensbank.com. Trying to find reliable and up-to-date employee contact data? Find more Citizens Wealth Management email formats with LeadIQ.

How many employees does Citizens Wealth Management have currently?

Minus sign iconPlus sign iconCitizens Wealth Management has approximately 580 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are Citizens Wealth Management's key employees and leadership?

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As of August 2026, Citizens Wealth Management's key employees include:

  • Vice President Financial Advisor: S. H.
  • Senior Vice President, Divisional Director Midwest: K. S.
  • Wealth Advisor, Vp: B. P.
  • Svp, Certified Financial Planner: C. S. C. C.
  • Regional Director: J. B.

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