Johnston, RI Citizens Bank Way Office

Christopher O'Connor is a financial advisor at Citizens Securities, Inc. with seven years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for seven years. Prior to his financial services career, he held positions at 99 Restaurant and PrideStores. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, operating as both a broker-dealer and insurance agency.

John Alessi is a financial advisor at Citizens Securities, Inc. in Johnston, RI, holding Series 63 and Series 65 licenses with 26 years of industry experience. He has been with Citizens Securities since 2009. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm operates both digital and managed account advisory programs and is 100% owned by Citizens Bank, N.A.

Tai Nguyen is a financial advisor at Citizens Securities, Inc. with a Series 66 designation and one year of industry experience. Prior to joining Citizens Securities, Nguyen worked at Citizens Financial Group and has entrepreneurial experience as the owner of Family Nails Spa LLC. 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’s advisory approach includes a digital advisory program that uses proprietary algorithms to recommend ETF-based portfolios tailored to client risk profiles.

Matthew Buckley is a financial advisor with Citizens Securities, Inc. in Johnston, RI, holding Series 63 and Series 66 licenses and 10 years of industry experience. His career includes five years at Citizens Bank prior to joining Citizens Securities, where he has worked since 2020. 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’s advisory offerings include a digital advisory program and a Managed Account program, with a mix of discretionary and non-discretionary business activities.

Luis Arias is a financial advisor at Citizens Securities, Inc. with one year of industry experience. He holds a Series 66 designation and previously worked at Santander Securities, LLC and Santander Bank, NA. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans. The firm offers both investment advisory programs and brokerage and insurance services, with advisory offerings that include a digital advisory program and a Managed Account program.

Daniel Norton is a financial advisor at Citizens Securities, Inc. with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Santander Securities, LLC, Santander Bank, NA, AXA Advisors, LLC, and Citizens Investment Services. Outside of his advisory role, he serves as a women’s ice hockey coach at Bridgewater State University. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, and it operates as both a broker-dealer and insurance agency.

Yaldez Abdel Samed is a financial advisor with Citizens Securities, Inc. in Johnston, RI, holding a Series 66 designation and 16 years of industry experience. He has worked at Citizens Securities since 2019 and previously spent three years at Key Investment Services LLC. Citizens Securities serves individual and high-net-worth investors as well as individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, operating within a broader framework as a broker-dealer and insurance agency.

Mackenzie Borroni is a financial advisor at Citizens Securities, Inc. with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked primarily within the Citizens organization since 2018. Prior to her financial career, she was involved with Gym Hutt Gymnastics for six years. Citizens Securities serves a diverse retail client base, including high-net-worth individuals and retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, operating as both a broker-dealer and an insurance agency.

Matthew Thomas is a financial advisor at Citizens Securities, Inc. with 15 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at several firms, including Northwestern Mutual Wealth Management Company and Robert Roth. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs as well as brokerage and insurance services. The firm provides both a digital advisory program with ETF-based portfolios and a Managed Account program, operating as a broker-dealer and insurance agency.

Hafez Emanian is a financial advisor at Citizens Securities, Inc. with six years of industry experience. He holds a Series 66 designation and has previously worked at firms including J.P. Morgan Securities LLC, JPMorgan Chase Bank N.A., Bank of America, and Merrill. Citizens Securities serves a diverse retail client base, offering investment advisory programs, brokerage, and insurance services. The firm provides both a digital advisory program with ETF-based portfolios and a Managed Account program, operating as a broker-dealer and insurance agency.

Brett Hosney is a financial advisor with Citizens Securities, Inc. in Johnston, RI, holding a Series 66 designation and 17 years of industry experience. He has been with Citizens Securities since 2017 and previously worked at VOYA Financial Advisors and Voya Financial from 2014 to 2017. Citizens Securities serves a broad retail client base including individual and high-net-worth investors and offers investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, operating as both a broker-dealer and insurance agency.

Gian Carlo Rossi is a financial advisor at Citizens Securities, Inc. with four years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Fidelity Investments and Equity Management. Prior to his financial services career, he was employed at Bally's Twin River Casino for six years. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, operating under the ownership of Citizens Bank, N.A.

Philip Cadden Jr. is a financial advisor at Citizens Securities, Inc. in Johnston, RI, with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Citizens Securities since 2019, following six years at CCO Investment Services. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans. The firm offers investment advisory programs alongside brokerage and insurance services, with advisory options that have included a digital advisory program utilizing proprietary algorithms and a Managed Account program.

Travis Sousa is a financial advisor at Citizens Securities, Inc. with 20 years of industry experience. He holds the Series 66 designation and has been with Citizens Securities since 2010. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm provides a digital advisory program and managed account services, operating as both a broker-dealer and an insurance agency.

Christopher Obrien is a financial advisor at Citizens Securities, Inc. with 15 years of industry experience. He holds the Series 66 designation and has previously worked at Citizens Bank, Eagle Strategies (NY Life), NYLIFE Securities LLC, and New York Life Insurance Company. Outside of his advisory role, Obrien serves as Treasurer for the Rotary Club of Bourne-Sandwich and is President of the Blue Shutters Condominium Association, both nonprofit organizations. Citizens Securities serves a broad 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 while operating as a broker-dealer and insurance agency.