Citizens Financial Group further expanded its wealth management reach and capabilities in southern Florida. Citizens Private Wealth has added a team of seasoned wealth advisors, led by Dustin Smith and James Rubinton, who bring more than six decades of combined experience to the firm. Based in Naples, these senior advisors specialize in customized wealth management solutions for high-net-worth and ultra-high-net-worth individuals, families and businesses, having previously managed nearly $700 million in client assets.
“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,” Paul Casey, head of wealth at Citizens, said. “Dustin and James’ dedication to their clients and shared vision for providing outstanding wealth management solutions make them an excellent addition to our organization.”
This Naples-based team follows the addition of a wealth advisory team based in Boca Raton this past fall, as Citizens further bolsters wealth capabilities in key markets across the U.S. Citizens Private Wealth offers clients and their families financial planning, investment management, deposits and lending, estate and trust planning, insurance and asset protection solutions, alternative investments and tax planning and preparation.
“Citizens is committed to advancing economic opportunities for Florida residents and businesses,” Jim Weiss, senior vice president and Citizens Florida president, said. “With more residents moving to Florida than any other state, we are focused on adding top talent and strengthening our commercial and consumer businesses with industry-leading expertise to further the region’s dynamic economy.”
