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Head of Wealth Planning,
Citi Personal Wealth Management
Chuck Cavanaugh is a wealth management expert with extensive experience helping clients best meet their retirement and estate planning goals. Chuck is currently the Head of Wealth Planning for Citi Personal Wealth Management, where he is responsible for leading the wealth planning and insurance specialist teams. These two teams work with clients to develop and implement wealth plans, including estate planning and gifting strategies, wealth preservation, multi-generational planning, charitable giving, special needs trusts, business succession, retirement income, cash flow analysis, education savings and life insurance planning.
Prior to joining Citi Personal Wealth Management, Chuck held management positions in national sales, strategic marketing, product development, national accounts and operations at UBS, Morgan Stanley, Lincoln Financial, Merrill Lynch and Hartford Life.
From private foundations to donor advised funds and charitable remainder trusts, there are several options to do good and help yourself with a possible tax break at the same time.
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