Citi Personal Wealth Management

Global Private Client

AT CITI PERSONAL WEALTH MANAGEMENT

Florida

Team Download our team brochure »

Comprehensive planning from a team of professionals

The Global Private Client Group has combined experience advising international business owners and global expats. We specialize in wealth preservation for families who may have more complex investment, banking, lending and estate planning needs. We are highly experienced in the global markets, and understand the political, investment, and currency risks that our clients face in their local markets as well as in the U.S. We work closely with tax, legal, and other financial service professionals in order to create fully integrated plans to protect our clients' interests worldwide.

 

...aim to simplify our clients' financial decisions and protect them from incurring unnecessary expense.

 

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.

  • Enrique Olavarria
    Key Biscayne, FL

    Enrique Olavarria

    Financial Advisor

    Enrique Olavarria
    Enrique Olavarria First Vice President – Wealth Management
    Financial Advisor
    P (305) 365-2588 · F (305) 361-6274 · E
    84 Crandon Blvd
    Key Biscayne, FL 33149

    Prior to joining Citigroup in 2003, Enrique was Managing Director of Mutual of New York International for 10 years leading a team of International Wealth Managers. He was ranked among the top 3 leading producers of the company. He was Managing Principal of Corporate Securities Group in Coral Gables, and worked as a Private Banker managing High Net Worth clients for Republic International Bank of New York (HSBC).

    Enrique has specialized in the international financial services industry for 30 years, managing risk and investment portfolios for High Net Worth clients; his experience in the International markets makes him one of the top Wealth Managers in the industry. He specializes in Wealth Management, preserving capital, helping to protect the future purchasing power of clients' wealth and Financial Planning for High Net Worth clients around the world.

  • Dionisio Chamorro
    Key Biscayne, FL

    Dionisio Chamorro

    Financial Advisor

    Dionisio Chamorro
    Dionisio Chamorro First Vice President – Wealth Management
    Financial Advisor
    P (305) 365-5553 · F (305) 361-6274 · E
    84 Crandon Blvd
    Key Biscayne, FL 33149

    Prior to joining Citigroup in 2003, Dionisio was an International Private Banking Officer with HSBC Private Bank in Miami managing High Net Worth clients including fiduciary and trust services. Dionisio has specialized in the international financial services industry for 15 years, managing risk and investment portfolios for High Net Worth clients including credit, forex, international bonds offerings, wealth services, alternative investments and trust services focusing both internationally and in the United States. The main focus of the team is preservation of capital and to help reduce unwanted risks. His main markets include Venezuela, Spain, Argentina, Paraguay, Colombia and Mexico frequently travelling there to visit clients.

    Dionisio Chamorro has the Series 7 license, Series 63, Series 65, Health, Life and Variable annuity license.

  • Edward Vizcaino
    Coral Gables, FL

    Edward Vizcaino

    Financial Advisor

    Edward Vizcaino
    Edward Vizcaino First Vice President - Wealth Management
    Financial Advisor
    P (305)460-4494; toll-free: (800) 756-1200  · F (305) 361-6274 · E
    396 Alhambria Cir
    Coral Gables, FL 33134

    Edward Vizcaino has worked in the financial services industry for more than 20 years. In his various roles in Citi's retail and Commercial Bank, Private Bank, and Wealth Management businesses, he has developed a broad range of experiences, which make him a valuable resource for his clients and for the team. Clients view Ed as their trusted advisor for helping them meet all their personal and business needs.

    Ed believes in building long term client-centric relationships by putting his clients' needs first. Similar to the rest of the group, his clients are truly global citizens, which reside all over the world. He has worked extensively in Venezuela, Mexico, and the Dominican Republic.

    Ed has an MBA and a BA in Finance and International Business from Florida International University. He has received many honors throughout his career, consistently ranking among the top Wealth Advisors at Citi.

  • Eslia K. McKelvey
    Coral Gables, FL

    Eslia K. McKelvey

    Financial Advisor

    Eslia K. McKelvey
    Eslia K. McKelvey First Vice President - Wealth Management
    Financial Advisor
    P (305)460-8699; toll-free: (800) 756-1200  · F (305) 460-8668 · E
    396 Alhambria Cir
    Coral Gables, FL 33134

    Eslia's commitment is simple - To simplify her clients financial lives by offering sound and ethical advice. People live in a fast paced environment and do not have the time or the energy to stay informed of all the things that could affect their financial lives. Clients want results and she delivers.

    Eslia is fully committed to long-term relationships and strives to deliver exceptional client service. She listens carefully to their goals, values, aspirations and concerns. Based on this input, Eslia then works attentively to help them in achieving their financial objectives. She works with domestic and international clients. She is fluent in Spanish and is knowledgeable about Central and South American cultures, customs and business practices.

  • Cindy Lopez

    Cindy Lopez

    Registered Client Service Associate

    Cindy Lopez
    Cindy Lopez Registered Client Service Associate
    P (305)441-9654 · E

    BS - Business Administration, 2000
    Universidad ICESI California & Colombia
    Series 7 - General Securities Representative
    Series 63 - Uniform State Exam
    Life, Health & Variable Annuity Insurance Licensed (FL)
    Fluent in English & Spanish

  • Junaid Fatmi

    Junaid Fatmi

    Financial Advisor

    Junaid Fatmi
    Junaid Fatmi Financial Advisor
    P (305) 669-5573  · F (305) 661-4071 · E
    1190 S. Dixie Hwy.
    Coral Gables, Fl 33146

    MS - Finance, 2009 Florida International University Miami, FL
    Quantitative Methods in Financial Analysis
    Financial Markets & Institutions
    Portfolio Management
    Financial Risk Management
    BS - Business Administration, 2007 Florida International University Miami, FL
    Major in Finance

  • Carlos Zevallos
    Missing

    Carlos Zevallos

    Client Service Associate

    Carlos Zevallos
    Carlos Zevallos Registered Client Service Associate
    P (305)460-4491  · E

    Bachelor of Arts - 1977
    University of San Francisco
    Series 7 & 63 Licensed
    Life, Health and Variable Annuity Insurance License (FL)

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Enrique Olavarria First Vice President–Wealth Management
Financial Advisor
Email:
Phone: (305) 365-2588
Fax: (305) 361-6274
84 Crandon Blvd
Key Biscayne, FL 33149
Get directions
Dionisio Chamorro First Vice President–Wealth Management
Financial Advisor
Email:
Phone: (305) 365-5553
Fax: (305) 361-6274
84 Crandon Blvd
Key Biscayne, FL 33149
Get directions
Edward Vizcaino First Vice President–Wealth Management
Financial Advisor
Email:
Phone: (305) 460-4494
Toll-Free: (800) 756-1200
Fax: (305) 361-6274
396 Alhambria Cir
Coral Gables, FL 33134
Get directions
Eslia K. McKelvey First Vice President–Wealth Management
Financial Advisor
Email:
Phone: (305) 460-8699
Toll-Free: (800) 756-1200
Fax: (305) 460-8668
396 Alhambria Cir
Coral Gables, FL 33134
Get directions
Cindy Lopez Registered Client Service Associate
Email:
Phone: (305) 441-9654
Junaid Fatmi Financial Advisor
Email:
Phone: (305) 669-5573
Fax: (305) 661-4071
1190 S. Dixie Hwy.
Coral Gables, Fl 33146
Get directions
Carlos Zevallos Registered Client Service Associate
Email:
Phone: (305) 365-2581

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

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