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Citi Personal Wealth Management
Lexington Wealth Advisors
AT CITI PERSONAL WEALTH MANAGEMENT
New York
Comprehensive planning from a team of professionals
The Lexington Avenue Wealth Advisors team takes a financial planning approach to working with clients, performing a fact find and getting to know clients' needs before discussing assets. Our clients benefit from our experience and knowledge in asset management, financial planning, risk management and legacy planning. Their specialty is retirement planning for both businesses and individuals, including wealth management & preservation, retirement income distribution and wealth transfer.
Collectively, the team has 40 years of combined experience. Joseph Ricotta is a CFP® and holds the CRPC advanced retirement planning designation. Brian Maher holds AAMS and CRPS advanced retirement planning designation.
We are passionate about helping our clients grow, protect and transfer their wealth.
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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New York, NY
Joseph Ricotta, CFP®, CRPC®
Senior Vice President – Wealth Management
Financial Advisor
666 Fifth Avenue
5th Floor
New York, NY 10103
Joe has been a CERTIFIED FINANCIAL PLANNERTM CFP® for sixteen years. He has nearly twenty years of industry experience as an advisor and planner. He joined Citi Personal Wealth Management (CPWM) in 2008 as a Senior Vice President of Wealth Management. Joe is a Senior Financial Advisor as well as a Guided Portfolio Manager at CPWM. Prior to that Joe worked for JPMorgan Chase as a Financial Advisor, helping high net worth clients.
Joe has demonstrated his commitment to his profession by earning some of the top credentials in the industry. He is a CERTIFIED FINANCIAL PLANNER™, Chartered Retirement Planning Representative and an Accredited Investment Fiduciary®. He holds a bachelor's degree in political science from City University of New York. Joe's professional credentials include: CERTIFIED FINANCIAL PLANNER™ (CFP®); Chartered Retirement Planning RepresentativeSM; General Securities Exam Series 7; Uniform Combined State Law Exam; Series 65; State Life, Health and Variable Annuities License, Series 24.
Recognizing that no two clients are alike, Joe takes the time to listen and understand a client's particular needs and goals. This understanding is the basis from which he develops a comprehensive plan. Since starting in wealth management nearly twenty years ago, Joe has used his unique insight to provide wealth management for clients through a wide range of market conditions. This track record of experience is the basis of the strategies that are customized to each client's own unique set of circumstances. He prides himself on providing an objective point of view. Our goals and those of our clients are one in the same. Our clients experience only one kind of relationship: the kind based on deep understanding and mutual respect.
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New York, NY
Brian Maher, AAMS®, CRPS®
Vice President – Wealth Management
Financial Advisor
200 Park Ave
New York, NY 10166
Brian has spent his entire professional life in financial services. His twenty year career spans diverse areas from institutional bond trading to private banking. Brian joined Citigroup Global Markets Inc. in 2008 as a Vice President in their retail brokerage division, and worked to become a Guided Portfolio Manager and internally certified in alternative investments. Brian has worked very closely with Citibank's Commercial Banking Group, developing carve-out strategies for corporate executives and business owners, as well as defined benefit and defined contribution plans for middle-market business clientele within Citi.
Brian has attained numerous designations in order to help further develop his industry knowledge and increase his ability to unravel complex client situations. He is a Chartered Retirement Plans Specialist (CRPS®). Brian also holds various industry licenses, including: General Securities Principal (Series 24,) General Securities Representative (Series 7), Series 63 and 65, and state life/health/property/casualty licenses as appropriate.
Prior to joining Citigroup, Brian worked at J.P. Morgan Chase as a Financial Advisor within their private client area. His diverse experience across financial services has helped him develop a broad understanding of client issues as they arise. This has improved his ability to engage with new clients and review changes to existing client's lives. Brian always seeks to completely understand a client's situation first; only in this way can he present strategies based on need, in a manner that builds trust.
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Registered Client Service Associate
Veronica Ortiz
Registered Client Service Associate
399 Park Avenue
New York, NY 10022
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