\n MacLellan Bickle Wealth Partners serves HNW and UHNW individuals, families and business owners.\n <\/p>\n
Citizens Financial<\/a> Group has added a Tampa-based advisory team that oversaw more than $1 billion in assets as it moves to strengthen its Florida private wealth presence.<\/p>\n The Tampa team, which is led by Chris MacLellan and Katie Bickle, joins Citizens Private Wealth, the company\u2019s firm\u2019s ultra-high-net-worth advisory unit. MacLellan Bickle Wealth Partners serves high-net-worth and ultra-high-net-worth individuals, families and business owners.<\/p>\n The move expands Citizens\u2019 presence in the Sunshine State – Citizens Private Wealth has teams in Boca Raton and Naples, while Citizens Private Bank has offices in Palm Beach and West Palm Beach, and there is a Citizens Commercial Bank office in Tampa.<\/p>\n \u201cThe addition of MacLellan Bickle Wealth Partners reflects our continued investment in attracting top talent to Citizens Private Wealth in key markets,\u201d said Paul Casey, head of Citizens Wealth Management, in a statement. \u201cTheir experience and strong client relationships, combined with the capabilities of Citizens Private Bank and Commercial Bank, will help us deliver more comprehensive solutions for business owners and families with complex needs.\u201d<\/p>\n Florida is an established wealth hub. Recent research from Acuity<\/a>\u00a0found that Florida retirees hold the second largest total wealth in the U.S., after California, at $2.64 trillion.<\/p>\n In 2024 Citizens Private Wealth added an advisory firm in Boca Raton<\/a> that managed around $600 million in client assets.<\/p>\n \u201cTampa is home to entrepreneurs, business owners and families whose financial needs are becoming increasingly complex,\u201d added MacLellan, who now serves as a managing director at Citizens Private Wealth.<\/p>\n The advisory firm is now MacLellan Bickle Wealth Partners within Citizens Private Wealth. MacLellan will focus primarily on investment management, while Bickle, also a managing director at Citizens Private Wealth, will lead relationship management and planning.<\/p>\n The move is also the latest in Citizens Private Wealth\u2019s national push and marks its 12th addition across the U.S. since 2004. In June Citizens Private Wealth added an\u00a0$800 million Santa Monica-based advisory team and, last year, brought in a $1.5 billion New York team<\/a>.<\/p>\n In 2024, Citizens Financial appointed Morgan Stanley veteran Paul Casey<\/a> to lead its wealth management<\/a> arm.<\/p>\n","protected":false},"excerpt":{"rendered":"MacLellan Bickle Wealth Partners serves HNW and UHNW individuals, families and business owners. Citizens Financial Group has added…\n","protected":false},"author":2,"featured_media":381585,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[10],"tags":[135,137,136],"class_list":["post-381584","post","type-post","status-publish","format-standard","has-post-thumbnail","category-tampa","tag-tampa","tag-tampa-headlines","tag-tampa-news"],"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/us-fl\/wp-json\/wp\/v2\/posts\/381584","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/us-fl\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/us-fl\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/us-fl\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/us-fl\/wp-json\/wp\/v2\/comments?post=381584"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/us-fl\/wp-json\/wp\/v2\/posts\/381584\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/us-fl\/wp-json\/wp\/v2\/media\/381585"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/us-fl\/wp-json\/wp\/v2\/media?parent=381584"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/us-fl\/wp-json\/wp\/v2\/categories?post=381584"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/us-fl\/wp-json\/wp\/v2\/tags?post=381584"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}