Mariner

Citizens Wealth Management, located in West Hartford, CT, offers personalized financial planning and advisory services tailored to individuals and families at every stage of life. With a dedicated team of professionals, including CERTIFIED FINANCIAL PLANNER professionals, they focus on creating comprehensive financial strategies that adapt as clients’ lives evolve. The firm provides exclusive rewards and benefits designed to enhance the client experience, such as higher savings rates and access to special lending discounts. Clients can expect ongoing, individualized support to effectively navigate their financial journeys and achieve their long-term goals. Generated from the website

Billie Jo McWilliams serves as a Private Client Relationship Manager at Citizens Bank in West Hartford, CT, where she is dedicated to guiding clients through their financial journeys. With a collaborative advisory team, she focuses on creating comprehensive financial plans tailored to the unique needs and goals of individuals and families. Citizens Private Client offers a range of services, including custom financial planning and exclusive rewards through Citizens Plus, ensuring clients receive personalized support as their financial situations evolve. The team comprises knowledgeable professionals committed to understanding and addressing the diverse financial needs of their clients. Generated from the website