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FUNDRAISING NEWS | October 21, 2024

Citizens Private Wealth Recruits $600M South FL Team from Fifth Third

Tags: Personnel, Financial Advisor Move

Citizens Private Wealth has announced the hiring of an advisor duo with $600M in managed client assets, according to a recent post by Citizens on LinkedIn. 

LS Wealth Partners joins from Fifth Third Private Bank and before that was part of BNY Mellon Wealth Management. The three-person team is co-run by wealth advisors Stephen LaForte and Jonathan Soto, accompanied by relationship manager Heather Ceruti, and brings over four decades of combined wealth management experience. 

The team is based in Boca Raton, FL, and is expected to add to Citizens’ greater South Florida market. 

Source:

https://www.linkedin.com/posts/citizens-private-wealth_we-are-thrilled-to-announce-that-we-are-welcoming-activity-7251939926982766593-rqiV

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Written By: Dakota

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