Meet the team
Everything starts with and revolves around you and your family. We are committed to providing personalized, holistic financial strategies that empower you to grow, protect, and transfer your wealth.
To meet the team, please call us at 412-867-4451. Or, visit us at 444 Liberty Avenue, Pittsburgh, PA 15222.
James Marks CFP®
Private Wealth Advisor
Pittsburgh, Pennsylvania
Steven Bertolo CFP®
Private Wealth Advisor
Pittsburgh, Pennsylvania
Justin Binion
Private Wealth Advisor
Pittsburgh, Pennsylvania
Julie Dengler
Practice Manager, AVP
Pittsburgh, Pennsylvania
© 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 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