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
Ashley Herico
Client Associate
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 Bank, N.A. Member FDIC
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
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 are offered by Citizens Securities, Inc. ("CSI"), a registered broker-dealer (Branch address: One Citizens Bank Way, Johnston RI 02919) and SEC registered investment adviser - Member FINRA/SIPC. Investment advisory services are also offered by Citizens Private Wealth, LLC ("CPW"), an SEC-registered investment adviser (see Form ADV Part 2A for details). CSI and CPW are affiliates of Citizens. Banking products and trust services are offered by Citizens. For deposit products, Member FDIC.
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