Christopher Adams is a financial advisor at Citizens Private Wealth with six years of industry experience. He holds the CFA® designation and Series 63 license. His prior experience includes roles at HSBC Private Bank and SunTrust Advisory Services. Citizens Private Wealth is a multi-team registered investment adviser serving high-net-worth individuals, families, and various institutional clients. The firm provides discretionary and non-discretionary investment management within an open-architecture framework, supported by its affiliation with Citizens Bank, which offers additional product and operational features.

William Benjamin IV is a financial advisor at Citizens Private Wealth with 14 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at First Republic Securities Company and First Republic Bank for eight years. Citizens Private Wealth, LLC is a multi-team registered investment adviser serving high-net-worth individuals, families, and various institutional clients. The firm uses a long-term, open-architecture investment approach with predominantly discretionary portfolio management and benefits from its affiliation with Citizens Bank, which provides unique product access and operational features.