Citizens在佛州新增Tampa私人财富顾问团队，原服务客户资产逾10亿美元

Citizens Expands Private Wealth Presence in Florida with Tampa-Based Advisory Team
PROVIDENCE, R.I. (August 26, 2026) — Citizens Financial Group, Inc. (NYSE: CFG) 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. Prior to 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.
Key Highlights
- Citizens Private Wealth has added Tampa-based advisory team MacLellan Bickle Wealth Partners.
- The team is led by Chris MacLellan and Katie Bickle and serves high-net-worth and ultra-high-net-worth individuals, families and business owners.
- Prior to joining Citizens, the team served clients who held more than $1 billion in assets in total at the team’s prior institution.
- Clients gain access to Citizens Private Wealth, as well as the capabilities of Citizens Private Bank and Commercial Bank.
- The addition expands and strengthens Citizens Private Wealth's Florida presence, which includes teams in Boca Raton and Naples, Private Bank offices in Palm Beach and West Palm Beach, and a Commercial Bank office in Tampa.
Complementary investment, planning and trust experience
Chris MacLellan, Managing Director, Citizens Private Wealth, will focus primarily on investment management. Katie Bickle, Managing Director, Citizens Private Wealth, brings a background in trust and estate law and will lead relationship management and planning. Together, they offer complementary experience across portfolio strategy, relationship management, and wealth planning considerations to Citizens’ integrated wealth and banking solutions.
“The addition of MacLellan Bickle Wealth Partners reflects our continued investment in attracting top talent to Citizens Private Wealth in key markets,” said Paul Casey, Head of Citizens Wealth Management. “Their experience and strong client relationships, combined with the capabilities of Citizens Private Bank and Commercial Bank, will help us deliver more comprehensive solutions for business owners and families with complex needs.”
Tampa team strengthens Citizens’ Florida presence
Florida continues to be an important market for affluent individuals, entrepreneurs and family-owned businesses, making it a strategic growth region for Citizens Private Wealth. The Tampa team adds to Citizens’ growing presence in Florida, joining Citizens Private Wealth teams in Boca Raton and Naples, Citizens Private Bank offices in Palm Beach and West Palm Beach, and a Citizens Commercial Bank office in Tampa. Bringing together Private Wealth, Private Bank, and Commercial offerings together locally strengthens Citizens’ ability to serve clients holistically across the state.
“Tampa is home to entrepreneurs, business owners and families whose financial needs are becoming increasingly complex,” said MacLellan, Managing Director, Citizens Private Wealth. “Katie and I are excited to build on the relationships we’ve developed here and help more clients across the region navigate growth, transition and what comes next.”
This addition advances Citizens Private Wealth’s strategy to build a national, integrated wealth business and follows the recently announced Southern California wealth team. With the addition of MacLellan Bickle Wealth Partners, Citizens Private Wealth has added 12 teams across the country since 2024. Together, these teams previously oversaw approximately $12 billion in client assets, underscoring growing demand for highly personalized advice backed by the capabilities of Citizens Private Bank and Commercial Bank to support clients across their personal, family and business needs.
FAQ
- Who is joining Citizens Private Wealth? Chris MacLellan and Katie Bickle, now serving clients as MacLellan Bickle Wealth Partners within Citizens Private Wealth.
- Where is the team located? Tampa, Florida.
- Who does the team serve? High-net-worth individuals, ultra-high-net-worth individuals, families and business owners.
- What services does the team provide? Investment management, financial planning and related advisory services.
- Why is Citizens expanding in Florida? Florida continues to be an important market for affluent individuals, entrepreneurs and family-owned businesses, making it a strategic growth region for Citizens Private Wealth. The addition strengthens its ability to serve clients holistically across Florida.
- How does this fit into Citizens' broader wealth strategy? The addition is part of Citizens' national Private Wealth expansion effort, which has added 12 teams since 2024.
About Citizens Financial Group, Inc.
Citizens Financial Group, Inc. is one of the nation’s oldest and largest financial institutions, with $233.8 billion in assets as of June 30, 2026. Headquartered in Providence, Rhode Island, Citizens offers a broad range of retail, private banking, wealth management and commercial banking products and services to individuals, small businesses, middle-market companies, large corporations and institutions. Citizens helps its customers reach their potential by listening to them and by understanding their needs in order to offer tailored advice, ideas and solutions. In Consumer Banking, Citizens provides an integrated experience that includes mobile and online banking, a full-service customer contact center and the convenience of approximately 3,000 ATMs and approximately 1,000 branches in 14 states and the District of Columbia. Consumer Banking products and services include a full range of banking, lending, savings, wealth management and small business offerings. Consumer Banking includes Citizens Private Bank and Private Wealth, which integrate banking services and wealth management solutions to serve high- and ultra-high-net-worth individuals and families, as well as investors, entrepreneurs and businesses. In Commercial Banking, Citizens offers a broad complement of financial products and solutions, including lending and leasing, deposit and treasury management services, foreign exchange, interest rate and commodity risk management solutions, as well as loan syndication, corporate finance, merger and acquisition, and debt and equity capital markets capabilities. More information is available at www.citizensbank.com or visit us on X, LinkedIn or Facebook.