Citizens Expands Private Wealth Business with Addition of $880 Million Southern California Team

11/05/2025

Citizens Expands Private Wealth Business with Addition of $880 Million Southern California Team

PROVIDENCE, RI (November 5, 2025) - As part of strategic efforts to deepen its wealth capabilities in the greater Southern California market, Citizens Financial Group, Inc. (NYSE: CFG) is expanding its Private Wealth business with the addition of a team focused on serving next-generation and ultra-high-net-worth clients. Led by Eric Bradley and based in Newport Beach, California, Bradley Wealth Partners is uniquely positioned to capture opportunities across the West Coast market.

The team, which previously managed $880 million in client assets, is known for its holistic, relationship-driven approach to wealth management. The team offers integrated expertise across financial planning, private banking, and commercial banking, providing ultra-high-net-worth clients with seamless, one-stop advisory that addresses both personal and business financial needs.

Bradley will continue to work closely with Megan Dia, who will also be joining Citizens Private Wealth as an Associate Wealth Manager. Bringing a combined tenure in wealth management of 33 years, Bradley and Dia have been working together for eight years and offer deep industry knowledge to their clients.

"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," said Tom Metzger, Head of Citizens Private Wealth. "Their proven expertise providing holistic advice combined with experience working across banking and wealth reinforces the integrated model that defines Citizens Private Wealth."

Over the past year and a half, Citizens Private Wealth has seen strong momentum, integrating nine high-performing advisory teams with experience managing billions in client assets. Collectively, these teams reflect Citizens' ability to attract and successfully onboard some of the industry's most accomplished advisors.

"Joining Citizens Private Wealth allows me to work with a firm that shares my client-first philosophy and commitment to delivering personalized guidance," said Eric Bradley, Managing Director, Citizens Private Wealth. "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."

Further solidifying Citizens' presence in Southern California, Bradley is in the same region as other top ranked advisor Kris Reddaway, Managing Director, Citizens Private Wealth, who joined Citizens earlier this year. Bradley will work closely with Victor Mena, Executive Market Director at Citizens Private Bank, and colleagues in Citizens' Newport Beach office, enabling close collaboration between Citizens Private Bank, Private Wealth and Commercial Bank teams.

About Citizens Financial Group, Inc.

Citizens Financial Group, Inc. is one of the nation's oldest and largest financial institutions, with $222.7 billion in assets as of September 30, 2025. 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 approximately 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 https://www.citizensbank.com or visit us on X, LinkedIn or Facebook.

Citizens Wealth Management (in certain instances DBA Citizens Private Wealth) is a division of Citizens Bank, N.A. ("Citizens"). Securities, insurance, brokerage services, and investment advisory services offered by Citizens Securities, Inc. ("CSI"), a registered broker-dealer and SEC registered investment adviser - Member FINRA/SIPC. Investment advisory services may also be offered by Clarfeld Financial Advisors, LLC ("CFA"), an SEC registered investment adviser, or by unaffiliated members of FINRA and SIPC providing brokerage and custody services to CFA clients (see Form ADV for details). CSI and CFA are affiliates of Citizens.