Meet the team
As your financial world becomes more intricate, our team is here to simplify it. We work closely with you and your family to provide tailored solutions, bringing together investment strategy, estate planning, and wealth transfer—all in one integrated approach.
To learn more and meet the team, please call us at 215-254-3817.
Douglas Moxham, CFP®
Private Wealth Advisor, SVP
Philadelphia, Pennsylvania
Paul Hagen, CIMA®, CIS™, AIF®, CWS®
Private Wealth Advisor, SVP
Philadelphia, Pennsylvania
Lori Vilsmeier
PW Client Associate, Officer
Philadelphia, Pennsylvania
© 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