Citi Personal Wealth Management helps you connect today's needs with tomorrow's aspirations.
Whether you're juggling day-to-day finances, planning your child's education or looking ahead to retirement, we can help you map out a financial strategy that's focused on what's most important to you.
You'll work with an experienced Citi Personal Wealth Management Financial Advisor who will help you reach your individual financial goals, while we coordinate with trusted Citibank colleagues in banking and lending to identify ways you can simplify your finances. At Citi Personal Wealth Management, we'll help you put the pieces of your financial future together in a way that makes sense for you.
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James W. Nicolaidis Jr. has over two decades of experience as a wealth management professional and offers clients his extensive knowledge of equity and fixed income markets. He frequently works together with his Citi Personal Wealth Management colleagues to provide retirement planning, insurance and estate planning, and education planning. In addition to offering wealth management guidance, James also works closely with a Citigold Relationship Manager to ensure his clients get access to banking and lending services through Citibank. James and his colleagues serve clients across New York, New Jersey, and Connecticut.
James is a Senior Vice President and holds Series 7, 63, and 65 securities licenses as well as the New York Life Insurance license. His past distinctions include having been selected for Prudential Annuities Masters Council 2011 to 2014, a program that recognizes top-performing financial professionals in annuity sales and service. He lives in Bay Ridge, Brooklyn with his wife of over 10 years with their young son, James 3rd .