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®, AIF®, CWS®
Private Wealth Advisor, SVP
Philadelphia, Pennsylvania
Lori Vilsmeier
PW Client Associate, Officer
Philadelphia, 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.
Banking products are offered through Citizens Bank, N.A. (“CBNA”). For deposit products, Member FDIC.
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