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Kevin S

CFP®, Series 63, Series 66

Washington, DC

Citizens securities, Inc.

Kevin Shaw is a financial advisor at Citizens Securities, Inc. with 20 years of industry experience. He holds the CFP® designation and has previously worked at HSBC Bank USA, N.A. and HSBC Securities (USA) Inc. Shaw serves on the Board of Directors for Hoyas Unlimited University Athletics Alumni Association at Georgetown University, where he is a former varsity soccer player. Citizens Securities serves a diverse retail client base, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm provides a digital advisory program and a Managed Account program, operating as a broker-dealer and insurance agency, and is wholly owned by Citizens Bank, N.A.

Tax-loss harvesting Passive / index investing
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Aaron L

Series 65, Series 63

Washington, DC

Citizens securities, Inc.

Aaron Lucash is a financial advisor with Citizens Securities, Inc. in Washington, DC. He holds Series 65 and Series 63 licenses and has six years of industry experience, including prior roles at Wells Fargo and New York Life. Outside of financial services, he has experience working in the hospitality sector at several restaurants and hotels. Citizens Securities serves a diverse retail client base, offering investment advisory programs, brokerage, and insurance services. The firm provides both digital and managed account advisory programs and operates as a broker-dealer and insurance agency.

Tax-loss harvesting Passive / index investing
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