Citizens Financial Group has added a Tampa-based advisory team to Citizens Private Wealth, deepening its presence in Florida. The team, led by Chris MacLellan and Katie Bickle, serves high-net-worth and ultra-high-net-worth individuals, families and business owners. Before joining Citizens Private Wealth, the team served clients who held more than $1 billion in assets in total at the team’s prior institution.
Now serving clients as MacLellan Bickle Wealth Partners within Citizens Private Wealth, the addition gives clients in the Tampa market access to their personalized approach and experience spanning investment management, financial planning and related advisory services. The team extends the firm’s ability to serve clients with financial needs that cross personal, family and business priorities.
Read more information here.
