Citizens adds Santa Monica wealth advisory team managing about $800 million in assets

Citizens Financial Group, Inc.

Citizens Financial Group, Inc.

CFG

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  • Citizens Financial Group expanded its Southern California Private Wealth business with a Santa Monica advisory team managing about $800 million in client assets.
  • Snyder Wald Wealth Partners targets high-net-worth clients, with a focus on athletes and entertainers, broadening sector-specific advisory coverage in the region.
  • The team will work with Citizens’ Los Angeles Private Bank offices, extending private banking capabilities across the local market.
  • The move follows a May addition of an insurance advisory team, signaling continued buildout of Citizens’ wealth platform in the region.


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