Jonathan Dunlea

Citizens Wealth Management, part of Citizens Bank N.A., offers a collaborative and comprehensive approach to financial planning aligned with individual client needs and goals. Their dedicated advisory teams consist of relationship managers, advisors, and specialists who work together to guide clients through every stage of life, ensuring continuous support as financial situations evolve. Clients benefit from tailored advice and access to exclusive rewards, including higher savings rates and special lending discounts. Dedicated financial planning is emphasized, and professionals, including CERTIFIED FINANCIAL PLANNERTM, ensure a personal approach to managing each client's financial journey. Generated from the website

Citizens Wealth Management provides dedicated financial advisory services aimed at helping clients navigate their financial journeys at all stages of life. With a collaborative and comprehensive approach, their advisory team creates personalized financial plans that evolve alongside the unique needs and goals of individuals and their families. Clients benefit from custom financial planning supported by a team of professionals, including CERTIFIED FINANCIAL PLANNER™ professionals and various specialists. In addition to tailored financial advice, services include exclusive rewards like higher savings rates and access to special lending discounts, offering valuable support throughout life's changes. Generated from the website

Anna Arzumanyan serves as a Private Client Relationship Manager at Citizens Private Client, where she is part of a dedicated advisory team that assists clients in navigating their financial journeys. The team collaborates closely with clients to create comprehensive financial plans tailored to their unique situations and evolving life circumstances. Citizens Private Client offers a range of services, including personalized financial planning and access to exclusive rewards through Citizens Plus. Clients benefit from the expertise of a team of knowledgeable professionals committed to understanding their needs and goals, ensuring individualized support throughout their financial journey. Generated from the website