Four Citadel CFS advisors recognized by Philadelphia Magazine in 2018
All Four Advisors Named ‘Five Star Wealth Managers’
EXTON, PA (February 15, 2019) — Four of Citadel’s CFS Advisors were recognized by Philadelphia Magazine as 2018 “Five Star Wealth Managers.” David Layo, Seth Borders, Clint Smedley, and Frank Capriotti were all on the list as top wealth managers in the Greater Philadelphia area.
Citadel’s wealth management team, available through Registered Investment Advisor CUSO Financial Services, LP (CFS), offers a wide range of financial planning services to Citadel’s customer base. The four advisors, who serve Citadel members across the Greater Philadelphia area, have been named on the list for several years. Citadel’s wealth management team offers services such as wealth and estate planning, IRA rollover assistance, and retirement planning.
The organization “Five Star Professionals” uses its own proprietary research and methodology to recognize professionals in various industries across the area. In addition, the organization partners with Philadelphia Magazine to publish and recognize the overall winners. The list serves as a powerful tool for consumers looking to better manage their financial world or implement various financial strategies.
“I am extremely proud of these advisors for being recognized and standing out in what is a competitive local landscape,” said Jim McCrudden, vice president, Citadel. “They each give personalized, sound financial advice and research to their clients every day. It is inspiring to see their efforts receive recognition such as the Five Star list.”
These four advisors serve clients across the region and operate out of a few different Citadel offices:
David Layo, Wealth Advisor: David serves clients throughout the area and operates out of the Citadel Wealth Management Center in West Chester.
Seth Borders, CFP®, Senior Financial Advisor: Seth serves clients out of Citadel’s branch offices in Parkesburg and Lancaster by appointment.
Clint Smedley, CFP®, Senior Financial Advisor: Clients of Clint are served out of both the Citadel Wealth Management Center in West Chester and the Glen Mills branch office.
Frank Capriotti, CFP®, Senior Financial Advisor: Frank’s regional coverage includes Citadel’s Brookhaven and Springfield offices.
To learn more about Citadel’s wealth management team, visit CitadelBanking.com/Invest.
About Citadel FCU
Citadel provides banking, investments, and insurance services to more than 200,000 customers. At over $3.8 billion in assets, it is one of the area’s largest locally owned financial institutions, proudly serving residents of Bucks, Chester, Delaware, Lancaster, Montgomery, and Philadelphia counties. Citadel ranked first in the 2019 Callahan & Associates Return of the Member scoring index among all credit unions in Pennsylvania, and has been named one of the best performing credit unions in the nation by SNL Financial. For more information, visit CitadelBanking.com.