Experience Makes all the difference

Colette's professional and personal life experience has truly shaped the financial advisor she is today. Having built and managed with her husband, a successful small business for over 24 years, Colette knows the importance of understanding a client's needs, having a consistent process to stay connected with clients and delivering exceptional service. As a mother of three boys, one with special needs, and having been the primary caregiver to a disabled-aging mother and orphaned nephew, Colette has seen first-hand the need for life planning and offers this perspective when working with clients. Her passion is helping families discover and create their own lifemap and building a personalized financial plan to support it.  Colette graduated from Syracuse University with a B.A. in mathematics. She lives in Cazenovia and enjoys spending time with her family, reading and daily exercise.

 

Professional Experience

Company

Title

Location

Duration

UBS Financial Services Inc.

Financial Advisor

Syracuse

May 2012 - Present

Matthew's of Syracuse, Inc.

VP of Operations, Marketing and Finance

Syracuse

January 1991 - September 2011

Registered States:

CO, MA, NC, NE, NY, OK, VA