Meet the 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.
To learn more, meet with our team. Visit us at 4501 Tamiami Trail N. Suite 102, Naples, FL 34103. Or, call us at 239-316-5825.
Dustin Smith
Wealth Manager
Naples, Florida
Jim Rubinton
Wealth Manager
Naples, Florida
Mandie Evans
Senior Client Associate
Naples, Florida
Matthew Foss
Senior Financial Planning Specialist
Naples, Florida
Nicole Molnar
Senior Client Associate
Naples, Florida
Amina Mokhtari
Client Associate
Naples, Florida
© Citizens Financial Group, Inc. All rights reserved. Citizens Bank, N.A. 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