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 401-282-2085.
Christopher M. Falzone, J.D., LLM
Private Wealth Advisor, SVP
Providence, Rhode Island
William J Ford III, CWS®
Private Wealth Advisor, SVP
Providence, Rhode Island
Karen Johnston, CWS®
Private Wealth Advisor, SVP
Westwood, Massachusetts
Lester Satlow, CFA®, CFP®, AEP
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
Alli Pine
Private Wealth Client Associate
Johnston, RI
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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