Behind the Expertise
We listen closely to our clients, understand what drives them, and deliver tailored solutions that help them achieve their goals.
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Meet the team
As your wealth grows, so do the complexities around managing, preserving, and passing it on. We are the central point of contact responsible for coordinating and uniquely integrating a wide-ranging suite of services to help grow, protect, administer, and transfer your and your family’s wealth.
To learn more and meet our team, visit us at 101 California Street, San Francisco, CA 94111. Or, call us at 628-358-0244.
Tom Beaty, CFP®
Private Wealth Advisor, SVP
San Francisco, California
Moira McGlynn, CFP®
Private Wealth Relationship Manager, VP
San Francisco, California
Expertise Tailored to You
Your dedicated point of contact is backed by a team of professionals whose focused knowledge ensures your strategy is as bespoke as it is powerful.
Rod Olea
Head of Fixed Income, Managing Director
San Francisco, California
Linda Yang, CFP®
Senior Wealth Strategist, SVP
San Francisco, California
Michael Solis
Private Wealth Client Associate
San Francisco, California
© Citizens Financial Group, Inc. All rights reserved. Citizens is a brand name of Citizens Bank, N.A. Member FDIC
Banking products are offered through Citizens Bank, N.A. (“CBNA”). For deposit products, Member FDIC.
* 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