25 Years Financial Advisor Experience
Joined Citigroup in 1994
Specializing in Financial & Estate Planning and Investment Management
Robert Nicotra is the Senior Financial Advisor of the Via Mizner Wealth Advisory Group at Citi Personal Wealth Management. He has been a Financial Advisor for over 30 years and has spent more than 25 years with Citi Personal Wealth Management in Boca Raton, Florida.
He believes client relationships are built on trust, great service, and a personal connection — and his goal is to become the primary trusted financial advisor for clients and their families.
With this approach, Robert offers clients wealth management strategies focused on their specific goals and life plan — designed to address their needs through market ups and downs. He begins by reviewing clients' financial circumstances, then formulates a strategy designed around their specific goals and objectives. At clients' request, Robert also works with their attorneys and CPAs to help bring together the many facets of their finances.
When working with clients, Robert also brings together other trusted Citi colleagues to help address a range of needs, including insurance and estate planning. Robert is a CERTIFIED FINANCIAL PLANNER™ professional, and Chartered Retirement Planning CounselorSM professional.