Providence, RI Office

Jeffrey Hanna is a financial advisor at Citizens Private Wealth with 11 years of industry experience. He holds the CFP®, CFA®, and Series 63 designations and has been with Citizens Private Wealth and affiliated entities since 2015. His prior roles include positions at Citizens Securities, Inc. and Citizens Bank. Outside of his advisory duties, he serves on the Planned Giving Advisory Council for Lifespan, the Investment Committee for Neighborhood Health Plan of Rhode Island, acts as an advisor to Guidepoint Global Advisors, and has guest lectured at Providence College. Citizens Private Wealth is a multi-team registered investment adviser that primarily serves high-net-worth individuals, families, and organizational clients. The firm’s approach emphasizes long-term, tailored asset allocation within an open-architecture framework, combining discretionary portfolio management with quantitative and qualitative research, supported by its affiliation with Citizens Bank, N.A.

William Ford III is a financial advisor with Citizens Private Wealth, holding Series 63 and Series 65 designations and bringing 11 years of industry experience. His prior roles include positions at CCO Investment Services Corp and Citizens Bank, where he has worked since 2005. He is currently based in Providence, RI. Citizens Private Wealth, LLC is a multi-team registered investment adviser serving high-net-worth individuals and families, pension and profit-sharing plans, trusts, estates, charitable organizations, and foundations. The firm focuses on long-term, customized asset allocation within an open-architecture investment framework, offering both discretionary and non-discretionary portfolio management, along with tax, estate structuring, and business consulting services. Its affiliation with Citizens Bank provides clients access to bank deposit sweep programs, securities-based lending, and affiliated broker-dealer and insurance services.

Christopher Falzone is a financial advisor with Citizens Private Wealth in Providence, RI, holding Series 63 and Series 65 licenses and nine years of industry experience. His career includes roles at Citizens Bank and Citizens Securities, Inc., as well as a brief position at Magellan Jets, LLC. Citizens Private Wealth, LLC is a multi-team registered investment adviser serving high-net-worth individuals, families, and various institutional clients. The firm employs a long-term, goal-based asset allocation approach within an open-architecture framework, offering discretionary portfolio management overseen by a Chief Investment Officer, alongside tax, estate, and business consulting services.