Awards

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AdvisorHub: 100 Fastest-Growing Advisors To Watch. Rankings are published by AdvisorHub and are based on survey data gathered through nominations. Nominees were required to have a minimum of seven years' experience with two years at current firm and in good standing, at least $150m in AUM and a clean regulatory record (two or fewer complaints and no significant judgements). Advisors were ranked on a 100-pt scale in three categories. Scale: relative size of assets, production and quality of service; Growth: relative year-over-year changes in assets, clients and production; Professionalism: regulatory record, community involvement, mentorship and team makeup. No fee is paid to AdvisorHub magazine for inclusion into the rankings nor is there any compensation given or received for being named on the list. Fee paid to rating provider for advertisement materials after rating announced.

© Citizens Financial Group, Inc. All rights reserved. Citizens is a brand name of Citizens Bank, N.A. Member FDIC

    CSI FINRA/SIPC: Citizens Securities, Inc. is a member of FINRA and SIPC.

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    Please Note: Limitations: Awards, rankings, ratings, and/or recognition by unaffiliated rating services and/or publications including but not limited to “Forbes,” and other organizations: are not indicative of Citizens Wealth Management’s, or any of its representatives’, future performance or its clients’ investment success; should not be construed by a client or prospective client as a guarantee that such client will experience a certain level of results if Citizens Wealth Management, or its representatives, are engaged, or continue to be engaged to provide investment advisory services; nor should it be construed as a current or past endorsement of Citizens Wealth Management, or its representatives, by any of its clients. Rankings published by unaffiliated rating services and/or publications are often based on information prepared and/or submitted by the recognized adviser or individual. Investment performance is not an explicit criterion because clients’ investment goals differ. Working with a highly-rated or ranked adviser or individual does not ensure that a client or prospective client will experience a higher level of performance.​

    Citizens provides Wealth and Investment services in the United States: AL, AK, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY.

    Citizens Wealth Management: Citizens Wealth Management (in certain instances DBA Citizens Private Wealth) is a division of Citizens Bank, N.A. (“Citizens”). Securities, insurance, brokerage services, and investment advisory services offered by Citizens Securities, Inc. (“CSI”), a registered broker-dealer and SEC registered investment adviser - Member FINRA / SIPC. Investment advisory services may also be offered by Clarfeld Financial Advisors, LLC (“CFA”), an SEC registered investment adviser, or by unaffiliated members of FINRA and SIPC providing brokerage and custody services to CFA clients (see Form ADV for details). Insurance products may also be offered by Estate Preservation Services, LLC (“EPS”) or an unaffiliated party. CSI, CFA and EPS are affiliates of Citizens. Banking products and trust services offered by Citizens.

    SECURITIES, INVESTMENTS AND INSURANCE PRODUCTS ARE SUBJECT TO RISK, INCLUDING PRINCIPAL AMOUNT INVESTED, AND ARE:
    · NOT FDIC INSURED · NOT BANK GUARANTEED · NOT A DEPOSIT · NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY · MAY LOSE VALUE