MacLellan Bickle Wealth Partners

What changed

Co-led Tampa-based team; joins Citizens Private Wealth and will lead relationship management and planning.

Reported / discovered

Aug 26, 2026

Effective

Not reported

New role

managing director

Previous role

Not reported

Market

Tampa, FL

Reported book

$1B

Reported team size

Not disclosed

Named people

2

Reported book AUM is not a confirmed transfer. Team size may include support staff. A missing effective date means it was not established from the available evidence.

Sources & evidence

This record is supported by reporting. It has not been independently corroborated by a linked registration observation.

Record history

3 observations consolidated into one event.