PROVIDENCE – Citizens Financial Group Inc. has added a Tampa-based advisory team to its Citizens Private Wealth business, expanding the Providence-based bank’s presence in Florida.
The team, led by managing directors Chris MacLellan and Katie Bickle, serves high-net-worth and ultra-high-net-worth individuals, families and business owners. Before joining Citizens, the team worked with clients who held more than $1 billion in assets combined at their previous institution.
The team will operate as MacLellan Bickle Wealth Partners within Citizens Private Wealth, providing investment management, financial planning, relationship management, and trust and estate planning services.
The addition expands Citizens’ Florida presence, which includes Private Wealth teams in Boca Raton and Naples, Private Bank offices in Palm Beach and West Palm Beach, and Commercial Bank offices in Tampa and Coral Gables.
Citizens said the Tampa team will also give clients access to the bank’s private and commercial banking capabilities.
The addition follows Citizens’ expansion of its wealth business in Southern California announced in June. The bank said it has added 12 wealth teams nationwide since 2024. Those teams previously oversaw approximately $12 billion in client assets combined.
Citizens Financial Group had approximately $232 billion in assets as of June 30, according to its most recent financial report.
Matthew McNulty is a PBN staff writer. He can be reached at McNulty@PBN.com or on X at @MattMcNultyNYC.
