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Citi Personal Wealth Management
Global Private Client
AT CITI PERSONAL WEALTH MANAGEMENT
Florida
Download our team brochure »
Comprehensive planning from a team of professionals
The Global Private Client Group has combined experience advising international business owners and global expats. We specialize in wealth preservation for families who may have more complex investment, banking, lending and estate planning needs. We are highly experienced in the global markets, and understand the political, investment, and currency risks that our clients face in their local markets as well as in the U.S. We work closely with tax, legal, and other financial service professionals in order to create fully integrated plans to protect our clients' interests worldwide.
...aim to simplify our clients' financial decisions and protect them from incurring unnecessary expense.
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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Key Biscayne, FL
Enrique Olavarria
First Vice President – Wealth Management Financial Advisor
84 Crandon Blvd Key Biscayne, FL 33149
Prior to joining Citigroup in 2003, Enrique was Managing Director of Mutual of New York International for 10 years leading a team of International Wealth Managers. He was ranked among the top 3 leading producers of the company. He was Managing Principal of Corporate Securities Group in Coral Gables, and worked as a Private Banker managing High Net Worth clients for Republic International Bank of New York (HSBC).
Enrique has specialized in the international financial services industry for 30 years, managing risk and investment portfolios for High Net Worth clients; his experience in the International markets makes him one of the top Wealth Managers in the industry. He specializes in Wealth Management, preserving capital, helping to protect the future purchasing power of clients' wealth and Financial Planning for High Net Worth clients around the world.
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Key Biscayne, FL
Dionisio Chamorro
First Vice President – Wealth Management Financial Advisor
84 Crandon Blvd Key Biscayne, FL 33149
Prior to joining Citigroup in 2003, Dionisio was an International Private Banking Officer with HSBC Private Bank in Miami managing High Net Worth clients including fiduciary and trust services.
Dionisio has specialized in the international financial services industry for 15 years, managing risk and investment portfolios for High Net Worth clients including credit, forex, international bonds offerings, wealth services, alternative investments and trust services focusing both internationally and in the United States. The main focus of the team is preservation of capital and to help reduce unwanted risks. His main markets include Venezuela, Spain, Argentina, Paraguay, Colombia and Mexico frequently travelling there to visit clients.
Dionisio Chamorro has the Series 7 license, Series 63, Series 65, Health, Life and Variable annuity license.
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Coral Gables, FL
Edward Vizcaino
First Vice President - Wealth Management Financial Advisor
396 Alhambria Cir Coral Gables, FL 33134
Edward Vizcaino has worked in the financial services industry for more than 20 years. In his various roles in Citi's retail and Commercial Bank, Private Bank, and Wealth Management businesses, he has developed a broad range of experiences, which make him a valuable resource for his clients and for the team. Clients view Ed as their trusted advisor for helping them meet all their personal and business needs.
Ed believes in building long term client-centric relationships by putting his clients' needs first. Similar to the rest of the group, his clients are truly global citizens, which reside all over the world. He has worked extensively in Venezuela, Mexico, and the Dominican Republic.
Ed has an MBA and a BA in Finance and International Business from Florida International University. He has received many honors throughout his career, consistently ranking among the top Wealth Advisors at Citi.
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Coral Gables, FL
Eslia K. McKelvey
First Vice President - Wealth Management Financial Advisor
396 Alhambria Cir Coral Gables, FL 33134
Eslia's commitment is simple - To simplify her clients financial lives by offering sound and ethical advice. People live in a fast paced environment and do not have the time or the energy to stay informed of all the things that could affect their financial lives. Clients want results and she delivers.
Eslia is fully committed to long-term relationships and strives to deliver exceptional client service. She listens carefully to their goals, values, aspirations and concerns. Based on this input, Eslia then works attentively to help them in achieving their financial objectives. She works with domestic and international clients. She is fluent in Spanish and is knowledgeable about Central and South American cultures, customs and business practices.
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Registered Client Service Associate
Cindy Lopez
Registered Client Service Associate
BS - Business Administration, 2000
Universidad ICESI California & Colombia
Series 7 - General Securities Representative
Series 63 - Uniform State Exam
Life, Health & Variable Annuity Insurance Licensed (FL)
Fluent in English & Spanish
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Vice President – Wealth Management
Financial Advisor
Junaid Fatmi
Vice President – Wealth Management
Financial Advisor
1190 S. Dixie Hwy.
Coral Gables, Fl 33146
MS - Finance, 2009 Florida International University Miami, FL
Quantitative Methods in Financial Analysis
Financial Markets & Institutions
Portfolio Management
Financial Risk Management
BS - Business Administration, 2007 Florida International University Miami, FL
Major in Finance
Joined Citi in 2005
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Missing
Carlos Zevallos
Registered Client Service Associate
Bachelor of Arts - 1977
University of San Francisco
Series 7 & 63 Licensed
Life, Health and Variable Annuity Insurance License (FL)
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