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Citi Personal Wealth Management
East Coast Capital Advisors
AT CITI PERSONAL WEALTH MANAGEMENT
Comprehensive planning from a team of professionals
East Coast Capital Advisors offer clients a full spectrum of advanced planning strategies. With a particular focus on long–term planning, the group supports multi–generational families and individuals through asset accumulation, income distribution and wealth transfer.
...a full spectrum of advanced planning strategies.
Your team of experienced professionals provides superior guidance, best-in-class investments and access through Citi colleagues to a full range of retail and commercial banking services – all of which are backed by the strength of Citi.
Here are ways Citi supports your team's commitment to your financial success:
Unquestionable Financial Strength.
We are one of the world's leading digital banks, with more than 100 million customers in 19 markets worldwide1.
Citi at your service
We can come meet you wherever it's convenient — at your office, home, or another location. Contact us to set up an appointment.
Citi's Network of Specialists.
In addition to the members of their own team, your Financial Advisors have access to a network of specialized Citi professionals. These include wealth-planning specialists, some of whom are trust and estate attorneys, and investment analysts. Additionally, your Financial Advisors have access to Capital Markets specialists who provide products designed to enhance your portfolio performance and asset allocation.
Award-winning Financial Planning.
Your team has access to tools that can help them assess your current financial situation and provide in-depth analysis for a holistic, goal-based financial plan.
Citi Investment Research and Analysis.
Financial Advisors can provide guidance informed by the powerful insight of research analysts across our global organization.
1. 2017 Citigroup Annual Report.
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Scarsdale, NY
Robert Fallone, AIF®
First Vice President-Wealth Management
Financial Advisor
Accredited Investment Fiduciary®
66 South Moger Ave Mount Kisco, NY 10549
845 Central Park Ave Scarsdale, NY 10583
History:
Financial Services Industry since 2003, with 7 Years of Investment Experience with Citi
Licenses:
New York State Life, Accident & Health, Series 7, 63, 65
Certifications:
New York State Partnership for Long-Term Care
Education:
College of Mount Saint Vincent, BS Finance, 2002
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Larchmont, NY
Raymond E. Williamson, Jr. AIF®
First Vice President – Wealth Management
Financial Advisor
Accredited Investment Fiduciary®
1920 Palmer Avenue Larchmont, NY 10538
442 Old Post Road Bedford, NY 10506
History:
Financial Services Industry since 1988, with 20 Years of Investment Experience with Citi
Licenses:
New York State Life, Accident & Health, Series 7, 24, 63, 65
Certifications:
New York State Partnership for Long-Term Care
Education:
Fairfield University, 1980
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Thornwood, NY
Michael Gomez
Financial Advisor
1022 Broadway Thornwood, NY 10594
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Mt. Kisco, NY
Michael Tannenbaum
Client Service Associate
66 South Moger Avenue Mt. Kisco, NY 10549
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Larchmont, NY
Versha Roy
Client Service Associate
1920 Palmer Avenue Larchmont, NY 10538
65 Main Street Hastings-On-Hudson, N.Y. 10706
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Mount Kisco, NY
Amy Coupe
Client Service Associate
66 South Moger Ave. Mount Kisco, NY 10549
845 Central Park Ave Scarsdale, NY 10583
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