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 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