A newer version of your browser is available. Older versions may limit your ability to access some of this site's functionality. Citizens Bank recommends upgrading your browser.

Learn More

Download the newest version of Microsoft Internet Explorer

Clear Search

Premier Advisory

Advice from a team built around you.

Questions? Ask a Citizen.
Questions? Ask a Citizen.

The Premier Advisory program offers in-depth advice for your integrated banking and investing priorities led by your dedicated Premier Advisor. Feel confident in your plan and comfortable in your next step forward. The Premier Advisory program is for clients with $500,000 - $3 million* in assets.

Dedicated Advisor

Benefit from the focus of your Premier Advisor, committed to working toward your financial goals and priorities, including access to world-class investment managers, and a broad array of solutions based on your customized plan.

Specialist Expertise

Your Premier Advisor will collaborate with a team of specialists leveraging their perspective on retirement planning, protection, portfolio evaluation, trust & estate planning, home financing, student lending, and more.

Dynamic Planning

Your Premier Advisor will help you stay on top of your goals and will ensure that your plan changes to recognize new priorities, today and tomorrow.

#Json=Label_Lookup|Brand=citizensbank|ApplyToParentElement=|TargetElementType=|TargetElementId=|Key=Personalize your experience.#