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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
624

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  • United States Of America
    624

Citizens Wealth Management's Leadership

  • Stylized image of a person
    S. H.
    Vice President Financial Advisor
    Phone icon
    Mobile Phone
  • Stylized image of a person
    K. S.
    Senior Vice President, Divisional Director Midwest
    Phone icon
    Mobile Phone
  • Stylized image of a person
    B. P.
    Wealth Advisor, Vp
    Phone icon
    Mobile Phone
  • Stylized image of a person
    C. S. C. C.
    Svp, Certified Financial Planner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. B.
    Regional Director
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. H.
    Senior Private Client Financial Advisor
    Phone icon
    Mobile Phone
  • Stylized image of a person
    A. H.
    Financial Advisor
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    Mobile Phone
  • Stylized image of a person
    K. A. J.
    Private Client Financial Advisor
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    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 Info
Location
Last Update
  • Stylized image of a person
    O. W.
    Financial Advisor
    Phone icon
    Mobile Phone
    Oct 17, 2024
  • Stylized image of a person
    R. E.
    Financial Planner
    Phone icon
    Mobile Phone
    Oct 23, 2024
  • Stylized image of a person
    R. C.
    Vice President/ Private Client Financial Advisor At Citizens Wealth Management
    Phone icon
    Mobile Phone
    Apr 17, 2026
  • Stylized image of a person
    A. B.
    Private Client Financial Advisor At Citizens Wealth Management
    Phone icon
    Mobile Phone
    Apr 16, 2026
  • Stylized image of a person
    J. W.
    Phone icon
    Mobile Phone

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 . 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 573 employees as of July 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 July 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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