Citizens Financial Group has added MacLellan Bickle Wealth Partners, a Tampa-based advisory team led by Chris MacLellan and Katie Bickle, to Citizens Private Wealth as the firm continues expanding its presence in Florida.
Before joining Citizens Private Wealth, the team served clients who held more than $1 billion in total assets at its prior institution.
MacLellan Bickle Wealth Partners serves high-net-worth and ultra-high-net-worth individuals, families and business owners, providing investment management, financial planning and related advisory services.
The team will combine its personalized wealth management approach with the broader capabilities of Citizens Private Wealth, Citizens Private Bank and Citizens Commercial Bank, giving clients access to resources addressing personal, family and business financial needs.
Chris MacLellan, Managing Director at Citizens Private Wealth, will focus primarily on investment management.
Katie Bickle, also a Managing Director at Citizens Private Wealth, has a background in trust and estate law and will lead relationship management and planning.
Together, their experience spans portfolio strategy, wealth planning, trust and estate considerations and relationship management.
The addition expands Citizens’ presence in a Florida market that the company views as an important growth region because of its concentration of affluent individuals, entrepreneurs and family-owned businesses.
Citizens Private Wealth already has teams in Boca Raton and Naples, while Citizens Private Bank operates offices in Palm Beach and West Palm Beach. Citizens Commercial Bank also has an office in Tampa.
The company said combining its private wealth, private banking and commercial banking capabilities locally can help it serve clients whose financial needs span wealth management, business ownership and other complex priorities.
MacLellan Bickle Wealth Partners is the latest addition to Citizens Private Wealth’s broader national expansion strategy.
Since 2024, Citizens Private Wealth has added 12 advisory teams across the country. Those teams previously oversaw approximately $12 billion in client assets at their former institutions.
The Tampa expansion follows Citizens’ recently announced addition of a Southern California wealth team and reflects the company’s strategy of recruiting established advisory groups that can use its broader banking and wealth infrastructure to serve clients and grow their businesses.
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“The addition of MacLellan Bickle Wealth Partners reflects our continued investment in attracting top talent to Citizens Private Wealth in key markets,” said Paul Casey, Head of Citizens Wealth Management. “Their 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.”
Paul Casey, Head of Citizens Wealth Management
“Tampa is home to entrepreneurs, business owners and families whose financial needs are becoming increasingly complex,” said MacLellan, Managing Director, Citizens Private Wealth. “Katie and I are excited to build on the relationships we’ve developed here and help more clients across the region navigate growth, transition and what comes next.”
Chris MacLellan, Managing Director at Citizens Private Wealth
