Citizens Adds $700M Advisory Duo for UHNW Clients
Citizens Financial Group has expanded its wealth management presence in southern Florida by adding a new team of experienced advisors in Naples. Led by Dustin Smith and James Rubinton, who previously managed nearly $700 million in client assets, the team brings over 60 years of combined experience specializing in wealth management solutions for high-net-worth and ultra-high-net-worth individuals, families and businesses.
This expansion follows the recent addition of a wealth advisory team in Boca Raton and strengthens Citizens’ presence in Florida, where the bank is focusing on adding top talent to support the region’s growing population. The company, with $217.5 billion in assets as of December 31, 2024, offers comprehensive services including financial planning, investment management, estate planning, and banking solutions through its private wealth and private bank divisions.
“The momentum behind attracting industry-leading talent remains strong in 2025 as the nation’s top advisors look to Citizens Private Wealth for its suite of sophisticated capabilities and unique integration with our Private Bank and Commercial Bank,” said Paul Casey, head of wealth at Citizens.
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