Citi Personal Wealth Management

True North Private Client Group

AT CITI PERSONAL WEALTH MANAGEMENT

Florida

True North Private Client Group

Comprehensive planning from a team of professionals

True North Private Client Group is a team of dedicated financial advisors specializing in comprehensive wealth management, including in–depth financial plans, asset management and post–retirement financial strategies. Each advisor is a specialist in a particular financial discipline, leading to a well–rounded team collaboration. Our experienced team has an average of 15 years each in financial services, and we work as a group to help our clients strive toward their financial goals.

 

Each advisor is a specialist in a particular financial discipline, leading to a well–rounded team collaboration.

 

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.

  • Jeffrey Brook
    Boca Raton, FL

    Jeffrey Brook

    Financial Advisor

    Jeffrey Brook
    Jeffrey Brook Financial Advisor
    P (561) 989-8349 · F (561) 989-8384 · E
    3009 Yamato Road
    Boca Raton, FL 33434

    Professional Details

    27 Years Investment Industry Experience
    Joined Citi Personal Wealth Management in 2004
    Specializing in Fixed Income & Retirement Planning

  • Timothy Kidd
    Palm Beach Gardens, FL

    Timothy Kidd

    Financial Advisor

    Timothy Kidd
    Timothy Kidd Financial Advisor
    Financial Planning Specialist
    P (561) 624-1304 · F (561) 459-4524 · E
    11521 US Hwy 1
    Palm Beach Gardens, FL 33410

    Professional Details

    9 Years Investment Industry Experience
    Joined Citi Personal Wealth Management in 2004
    Specializing in Mutual Funds & Annuities

  • David T. McDowell
    Boca Raton, FL

    David T. McDowell

    Financial Advisor

    David T. McDowell
    David T. McDowell Financial Advisor
    P (561) 989-8343 · F (561) 459-4513 · E
    3009 Yamato Rd
    Boca Raton, FL 33434

    Professional Details

    21 Years Investment Industry Experience
    Joined Citi Personal Wealth Management in 2004
    Specializing in Fixed Income & Money Management

  • Robert A. Nicotra
    Boca Raton, FL

    Robert A. Nicotra

    Senior Financial Advisor

    Robert A. Nicotra
    Robert A. Nicotra CFP® Senior Financial Advisor
    P (561) 347-3229 · F (561) 459-4519 · E
    998 S. Federal Hwy
    Boca Raton, FL 33432

    Professional Details

    20 Years Financial Advisor Experience
    Joined Citigroup in 1994
    Specializing in Financial & Estate Planning and Investment Management

  • David Noble
    Palm Beach Gardens, FL

    David Noble

    Financial Advisor

    David Noble
    David Noble Financial Advisor
    Financial Planning Specialist
    P (561) 624-1308 · F (561) 627-9053
    11521 US Hwy 1
    Palm Beach Gardens, FL 33410

    Professional Details

    18 Years Investment Industry Experience
    Joined Citi Personal Wealth Management in 1993
    Global Chairman's Council Award 2004, 2005
    Specializing in Insurance Planning & Investment Management

  • Gonzalo Perez-Verdia
    Plantation, FL

    Gonzalo Perez–Verdia

    Financial Advisor

    Gonzalo Perez-Verdia
    Gonzalo Perez–Verdia Financial Advisor
    Financial Planning Specialist
    P (954) 423-3379 · F (561) 459-4508 · E
    8400 W. Broward Blvd.
    Plantation, FL 33324

    Professional Details

    11 Years Investment Industry Experience
    Joined Citi Personal Wealth Management in 2001
    Bilingual (English & Spanish)
    Specializing in International Client Asset Management

  • Andrew Zentmayer
    Boca Raton, FL

    Andrew Zentmayer

    Financial Advisor

    Andrew Zentmayer
    Andrew Zentmayer Financial Advisor
    Financial Planning Specialist
    P (561) 347-3233 · F (561) 459-4507 · E
    998 S. Federal Hwy
    Boca Raton, FL 33432

    Professional Details

    10 Years Investment Industry Experience
    Joined Citi Personal Wealth Management in 2002
    Specializing in Asset Allocation, Mutual Funds & Annuities

  • Alicia Anglin

    Alicia Anglin

    Client Service Associate

    Alicia Anglin
    Alicia Anglin Client Service Associate
    P (561) 347-3251 · F (561) 459-4540 · E
    998 South Federal Hwy
    Boca Raton, FL 33432
  • Genina Reyes

    Genina Reyes

    Registered Client Service Associate

    Karla Pereira
    Genina Reyes Registered Client Service Associate
    P (561) 989-8348 · F (561) 989-8384 · E
    3009 Yamato Rd,
    Boca Raton, FL 33434
  • Karla Pereira

    Karla Silva

    Client Service Associate

    Karla Pereira
    Karla Silva Client Service Associate
    P (561) 227-2282 · F (561) 627-9053 · E
    11521 U.S. Highway 1
    Palm Beach Gardens, FL 33408

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Find a professional who can help address your specific financial needs. Search by name or office location.

Sort by NAME Group by LOCATION
Jeffrey Brook Financial Advisor
Email:
Phone: (561) 989-8349
Fax: (561) 989-8384
3009 Yamato Road
Boca Raton, FL 33434
Get directions
Timothy Kidd Financial Advisor
Financial Planning Specialist
Email:
Phone: (561) 624-1304
Fax: (561) 459-4524
11521 US Hwy 1
Palm Beach Gardens, FL 33410
Get directions
David T. McDowell Financial Advisor
Email:
Phone: (561) 989-8343
Fax: (561) 459-4513
3009 Yamato Rd
Boca Raton, FL 33434
Get directions
Robert A. Nicotra CFP® Senior Financial Advisor
Email:
Phone: (561) 347-3229
Fax: (561) 459-4519
998 S. Federal Hwy
Boca Raton, FL 33432
Get directions
David Noble Financial Advisor
Financial Planning Specialist
Phone: (561) 624-1308
Fax: (561) 627-9053
11521 US Hwy 1
Palm Beach Gardens, FL 33410
Get directions
Gonzalo Perez–Verdia Financial Advisor
Financial Planning Specialist
Email:
Phone: (954) 423-3379
Fax: (561) 459-4508
8400 W. Broward Blvd.
Plantation, FL 33324
Get directions
Andrew Zentmayer Financial Advisor
Financial Planning Specialist
Email:
Phone: (561) 347-3233
Fax: (561) 459-4507
998 S. Federal Hwy
Boca Raton, FL 33432
Get directions
Alicia Anglin Client Service Associate
Email:
Phone: (561) 347-3251
Fax: (561) 459-4540
998 S. Federal Hwy
Boca Raton, FL 33432
Get directions
Genina Reyes Client Service Associate
Email:
Phone: (561) 989-8348
Fax: (561) 989-8384
3009 Yamato Rd
Boca Raton, FL 33434
Get directions
Karla Silva Client Service Associate
Email:
Phone: (561) 227-2282
Fax: (561) 627-9053
11521 U.S. Highway 1
Palm Beach Gardens, FL 33408
Get directions

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

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