Citizens Financial Group has expanded its Private Wealth business by acquiring Bradley Wealth Partners, a Newport Beach-based advisory group that previously managed $880 million in client assets. The move reflects Citizens’ broader strategy to strengthen its wealth presence across the Southern California region and deepen its support for next-generation and ultra-high-net-worth clients.
The team is led by Eric Bradley, who will join Citizens Private Wealth alongside Associate Wealth Manager Megan Dia. Together, the two bring more than three decades of combined wealth management experience and have spent eight years serving clients as partners. Their advisory approach centers on long-term relationships and integrated financial planning that unites wealth, private banking, and commercial banking services to meet both personal and business needs.
Citizens noted that the addition of Bradley Wealth Partners builds on the steady expansion of its Private Wealth business. Over the past eighteen months, the firm has integrated nine advisory teams that collectively manage billions in assets. These groups have contributed to strengthening Citizens’ national footprint while reinforcing the firm’s model of combining broad banking capabilities with personalized advisory expertise.
Bradley will also collaborate closely with colleagues across the region, including top-ranked advisor Kris Reddaway, Managing Director at Citizens Private Wealth, as well as Executive Market Director Victor Mena at Citizens Private Bank. The Newport Beach office will serve as a regional hub that brings together Private Wealth, Private Bank, and Commercial Bank teams, supporting clients with coordinated financial strategies as Citizens continues to invest in California growth.
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“Building on our continued investment in the Southern California market, Eric Bradley and his team underscore our commitment to recruiting top wealth talent with deep regional expertise in key markets across the country. Their proven expertise providing holistic advice combined with experience working across banking and wealth reinforces the integrated model that defines Citizens Private Wealth.”
Tom Metzger, Head of Citizens Private Wealth
“Joining Citizens Private Wealth allows me to work with a firm that shares my client first philosophy and commitment to delivering personalized guidance. With the depth of capabilities across Private Wealth and Commercial Banking, we’re able to deliver comprehensive strategies that support every aspect of our clients’ financial lives.”
Eric Bradley, Managing Director, Citizens Private Wealth
