Citi Personal Wealth Management

True North Private Client Group

AT CITI PERSONAL WEALTH MANAGEMENT

Florida

True North Private Client Group

Comprehensive planning from a team of professionals

True North Private Client Group is a team of dedicated financial advisors specializing in comprehensive wealth management, including in–depth financial plans, asset management and post–retirement financial strategies. Each advisor is a specialist in a particular financial discipline, leading to a well–rounded team collaboration. Our experienced team has an average of 15 years each in financial services, and we work as a group to help our clients strive toward their financial goals.

 

Each advisor is a specialist in a particular financial discipline, leading to a well–rounded team collaboration.

 

Your team of experienced professionals can provide you with superior advice, best-in-class investment strategies, and access to a full range of retail and commercial banking services—all of which are backed by the strength of Citigroup.

Here are ways Citi supports your team's commitment to your financial success:

Proven Commitment to Excellence.

The average tenure of Citi's Financial Advisors is nine years, and 35% of them have been with the firm for more than 11 years. Many of our Financial Advisors hold top professional credentials, including the CERTIFIED FINANCIAL PLANNERTM (CFP®) or Certified Investment Management AnalystSM (CIMA®) designations.

Unquestionable Financial Strength.

We are one of the best-capitalized banks in the world, providing a solid foundation for your financial success. As a global financial services company, Citigroup has approximately 200 million customer accounts and does business in more than 160 countries. 1

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 experienced trust and estate attorneys, wealth-planning analysts, tax and business-valuation specialists, and investment analysts. And your advisors have access to Capital Markets specialists, who can provide products designed to enhance your portfolio performance and asset allocation.

Award-winning Financial Planning.

Your team has access to industry-leading 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 advice and guidance informed by the powerful insight of research analysts across our global organization.

1. 2009 Citigroup Annual Report.

  • Robert A. Nicotra
    Boca Raton, FL

    Robert A. Nicotra

    Senior Financial Advisor

    Robert A. Nicotra
    Robert A. Nicotra CFP®, CRPC Senior Financial Advisor
    P (561) 347-3229 · F (561) 459-4519 · E
    998 S. Federal Hwy
    Boca Raton, FL 33432

    Professional Details

    20 Years Financial Advisor Experience
    Joined Citigroup in 1994
    Specializing in Financial & Estate Planning and Investment Management

  • Gonzalo Perez-Verdia
    Plantation, FL

    Gonzalo Perez–Verdia

    Financial Advisor

    Gonzalo Perez-Verdia
    Gonzalo Perez–Verdia Financial Advisor
    Financial Planning Specialist
    P (954) 423-3379 · F (561) 459-4508 · E
    8400 W. Broward Blvd.
    Plantation, FL 33324

    Professional Details

    11 Years Investment Industry Experience
    Joined Citi Personal Wealth Management in 2001
    Bilingual (English & Spanish)
    Specializing in International Client Asset Management

  • Genina Reyes

    Genina Reyes

    Registered Client Service Associate

    Coming Soon
    Genina Reyes Registered Client Service Associate
    P (561) 989-8348 · F (561) 989-8384 · E
    700 South Federal Hway,
    Boca Raton, FL 33432
  • Velia Daniel

    Velia Daniel

    Client Service Associate

    Velia Daniel
    Velia Daniel Client Service Associate
    P (561) 227-2282 · E
    11521 US Highway 1
    Palm Beach Gardens, FL 33408
  • Christopher Russon

    Christopher Russon

    Vice President - Wealth Management
    Financial Advisor

    Christopher Russon
    Christopher Russon Vice President - Wealth Management
    Financial Advisor
    P (954) 764-8678 · E
    500 East Broward Blvd.
    Ft. Lauderdale, FL 33394
  • William Grimes

    William Grimes

    Vice President - Wealth Management

    William Grimes
    William Grimes Vice President - Wealth Management
    P (954) 344-5209 · E
    2789 University Drive
    Coral Springs, FL 33065
  • David Hernandez

    David Hernandez

    Vice President - Wealth Management
    Financial Advisor

    David Hernandez
    David Hernandez Vice President - Wealth Management
    Financial Advisor
    P (954) 331-0186  · E
    1290 Weston Rd.
    Weston, FL 33326
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Find a professional who can help address your specific financial needs. Search by name or office location.

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Robert A. Nicotra CFP®, CRPC Senior Financial Advisor
Email:
Phone: (561) 347-3229
Fax: (561) 459-4519
998 S. Federal Hwy
Boca Raton, FL 33432
Get directions
Gonzalo Perez–Verdia Financial Advisor
Financial Planning Specialist
Email:
Phone: (954) 423-3379
Fax: (561) 459-4508
8400 W. Broward Blvd.
Plantation, FL 33324
Get directions
Genina Reyes Client Service Associate
Email:
Phone: (561) 989-8348
Fax: (561) 989-8384
700 South Federal Hway
Boca Raton, FL 33432
Get directions
Velia Daniel Client Service Associate
Email:
Phone: (561) 227-2282
11521 US Highway 1
Palm Beach Gardens, FL 33408
Get directions
Christopher Russon Vice President - Wealth Management
Financial Advisor
Email:
Phone: (954) 764-8678
500 East Broward Blvd.
Ft. Lauderdale, FL 33394
Get directions
William Grimes Vice President - Wealth Management
Email:
Phone: (954) 344-5209
2789 University Drive
Coral Springs, FL 33065
Get directions
David Hernandez Vice President - Wealth Management
Financial Advisor
Email:
Phone: (954) 331-0186
1290 Weston Rd.
Weston, FL 33326
Get directions

Get to know our team. Select a name to learn more about that professional.

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