Citizens Deepens Investment in Florida with Addition of $700 Million Advisory Team

Citizens Financial Group, Inc. (NYSE: CFG) today announced that it has further expanded its wealth management reach and capabilities in southern Florida, setting the stage for further growth in that key market.

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,” said Paul Casey, Head of Wealth at Citizens. “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, Fla. 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.

Serving the Comprehensive Market

The Florida-based Private Wealth teams will partner closely with Citizens Private Bank to help clients simplify their personal and professional financial lives with integrated wealth management and banking solutions. Citizens Private Bank, with a location in downtown Palm Beach, provides world-class service to clients in the market, backed by the stability of a 200-year-old financial institution.

“Citizens is committed to advancing economic opportunities for Florida residents and businesses,” said Jim Weiss, Senior Vice President and Citizens Florida President. “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.”

About Citizens Financial Group, Inc.

Citizens Financial Group, Inc. is one of the nation’s oldest and largest financial institutions, with $217.5 billion in assets as of December 31, 2024. Headquartered in Providence, Rhode Island, Citizens offers a broad range of retail and commercial banking products and services to individuals, small businesses, middle-market companies, large corporations and institutions. Citizens helps its customers reach their potential by listening to them and by understanding their needs in order to offer tailored advice, ideas and solutions. In Consumer Banking, Citizens provides an integrated experience that includes mobile and online banking, a full-service customer contact center and the convenience of approximately 3,100 ATMs and more than 1,000 branches in 14 states and the District of Columbia. Consumer Banking products and services include a full range of banking, lending, savings, wealth management and small business offerings. In Commercial Banking, Citizens offers a broad complement of financial products and solutions, including lending and leasing, deposit and treasury management services, foreign exchange, interest rate and commodity risk management solutions, as well as loan syndication, corporate finance, merger and acquisition, and debt and equity capital markets capabilities. More information is available at www.citizensbank.com or visit us on X (formerly Twitter), LinkedIn or Facebook.

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