Samia Elias

Citizens Securities Inc. is a registered broker-dealer and investment adviser, providing a range of investment advisory services and securities insurance products. As part of Citizens Bank N.A., the company is affiliated with Clarfeld Financial Advisors LLC, which also offers investment advisory services, ensuring clients receive comprehensive financial support tailored to their individual goals. Citizens Wealth Management, operating under the name Citizens Private Wealth in some instances, focuses on managing client investments while prioritizing risk evaluation and individual time horizons. Investment products offered by Citizens and its affiliates are subject to market risks, including potential loss of principal, highlighting the necessity for tailored investment strategies. Generated from the website

Joe Montumer is a Private Client Relationship Manager at Citizens Private Client in Wellesley, Massachusetts, where he leads a dedicated advisory team focused on providing comprehensive financial planning tailored to the unique needs and goals of clients and their families. The firm emphasizes a collaborative approach, ensuring that financial strategies evolve alongside clients' life changes. Citizens Private Client offers a range of services, including personalized financial advice from a team of knowledgeable professionals, and exclusive rewards through Citizens Plus, which enhances clients' financial benefits. The firm is committed to guiding clients through their financial journeys while prioritizing their long-term success and legacy. Generated from the website

Citizens Wealth Management offers a comprehensive financial planning service designed to assist individuals at all stages of life. With a dedicated advisory team, including relationship managers and qualified specialists, they provide tailored advice to help clients navigate their financial journeys and adjust their plans as life changes. The firm's focus on personalized financial strategies ensures that clients' unique needs and goals are prioritized. In addition to financial planning, Citizens Wealth Management provides exclusive rewards and benefits, including higher savings rates and special lending discounts, creating a holistic financial management experience for its clients. Generated from the website