Jon Caplan

Citizens Wealth Management, led by Patrick Dunk, offers tailored financial advisory services to navigate the complexities of personal finance across various life stages. With a dedicated advisory team, they collaborate to create and adjust comprehensive financial plans aligned with clients' unique situations and evolving goals. As a division of Citizens Bank, Citizens Wealth Management provides personalized financial planning, exclusive rewards, and a focus on building long-term relationships with clients. Their team of professionals, including CERTIFIED FINANCIAL PLANNER™ practitioners, ensures that clients receive individual attention and expert guidance throughout their financial journey. Generated from the website

Cliff Usher serves as a Private Client Relationship Manager at Citizens Private Client, where he and his dedicated advisory team assist clients in navigating their financial journeys. They focus on creating comprehensive financial plans tailored to individual needs, ensuring ongoing support as clients' circumstances evolve. Citizens Private Client offers a range of services, including custom financial planning and exclusive rewards through Citizens Plus, designed to enhance clients' financial well-being. Their collaborative approach emphasizes understanding the unique goals of each client and their family, providing personalized advice from a team of knowledgeable professionals. Generated from the website

Leegoir Berthaud is a Private Client Relationship Manager at Citizens Private Client in Boston, MA, offering personalized financial planning services tailored to each client's unique needs and goals. With a dedicated advisory team that collaborates closely with clients, the firm emphasizes comprehensive financial strategies that adapt as life circumstances evolve. Citizens Private Client provides exclusive rewards and premium benefits through CitizensPlus, enhancing clients' financial journeys with higher savings rates, special lending discounts, and informed guidance from a knowledgeable team of professionals. This commitment to client-centered service aims to help individuals and families reach their financial aspirations effectively. Generated from the website