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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Thomas has spent more than two decades in the financial services industry, working as a wealth advisor to clients and helping them plan for their financial goals. He believes wealth management is about building long–term, enduring client relationships built on mutual trust. His practice is focused on developing transparent, well–defined and realistic plans designed to address clients’ unique needs. To help serve clients’ interests, Thomas regularly taps into Citi's portfolio management, investment advice, wealth structuring and estate planning capabilities.
Thomas earned a bachelor's degree from SUNY Plattsburgh and is a graduate of the Financial Planner Program at CW Post, Long Island University. He also earned the Chartered Retirement Planning Counselor (CRPC®) designation, to help broaden his understanding of clients’ retirement needs, and looks forward to continuing his financial education.
Away from the office, Thomas spends his free time in Garden City, NY with his wife and their three children. As much as he would enjoy a round of golf, you will more likely find him coaching soccer or watching his kids play lacrosse.
With Tom's client-focused, personal approach and dedicated team of colleagues, he looks forward to the opportunity to be of service to you for many years.