Meet the team
Wealth brings unique opportunities and complexities, but everything starts with and revolves around you and your family — your goals, your vision, your financial well-being. Whether you want to grow your wealth, protect your assets or leave a family legacy, we have the expertise and commitment to get you there.
To learn more and meet the team, please call us at 844-703-0216.
Christopher M. Falzone, J.D.*, LLM
Private Wealth Advisor, SVP
Providence, Rhode Island
William J Ford III, CWS®
Private Wealth Advisor, Managing Director
Providence, Rhode Island
Karen Johnston, CWS®
Private Wealth Advisor, SVP
Westwood, Massachusetts
Lester Satlow, CFA®, CFP®
Private Wealth Advisor, SVP
Boston, MA
Matthew J. Smith, CFA®
Private Wealth Investment Manager, VP
Boston, MA
Jeffrey K. Hanna, CFA, CFP®, CWS®
Private Wealth Investment Manager, SVP
Providence, RI
Lindsay Vinacco
Private Wealth Business Practice Manager, AVP
Johnston, RI
Molly DeRosa
Private Wealth Client Associate, Officer
Johnston, RI
Joshua Dewhurst
Private Wealth Client Associate
Boston, Massachusetts
Braden Kelly
Private Wealth Client Associate
Johnston, RI
Trusted Advisors
Work with an award-winning 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.
Barrons
Top 1,500 Advisors1
- Bill Ford - 2026
© Citizens Financial Group, Inc. All rights reserved. Citizens Bank, N.A. Member FDIC
1 Barron’s Top 1,500 U.S. Financial Advisors (3/20/26). Data as of 9/30/25. Barron's ranks the top 1,500 U.S. financial advisors based on assets under management, revenues generated by the advisors for their firms, and the quality of advisors' practices. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced. Methodology here: https://www.citizensbank.com/private-banking/services/private-wealth/awards/disclosure.aspx
Banking products are offered through Citizens Bank, N.A. ("CBNA"). For deposit products, 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.
* Advisor holds the J.D., LL.M designation but does not practice law for Citizens. Citizens does not provide legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation.
Citizens Wealth Management (in certain instances d/b/a 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