Meet the team
Our team is dedicated to serving high-net-worth and ultra-high-net-worth clients delivering sophisticated wealth planning and personalized advice tailored to complex financial needs. With specialized expertise working with athletes and entertainers, we help clients navigate unique opportunities while building, preserving and transferring wealth with confidence.
To learn more, visit us as 11755 Wilshire Blvd, Los Angeles, CA 90025 or call us at (310) 689-0213
Darren Wald
Wealth Manager
Los Angeles, CA
David Snyder
Wealth Manager
Los Angeles, CA
Trevor Wade
Wealth Manager
Los Angeles, CA
Shawn Bagnall
Senior Client Associate
Los Angeles, CA
Greg Sherman
Relationship Manager
Los Angeles, CA
© Citizens Financial Group, Inc. All rights reserved. Citizens Bank, N.A. 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