Knowledge, experience, leadership And the confidence to pursue your goals

Colleen (Hasey) Schuhmann is a UBS financial advisor with over 30 years of experience. Colleen's primary areas of focus are in estate planning strategies, retirement income planning, and wealth management. She works closely with her clients to develop customized solutions that address a full spectrum of wealth management needs, typically in collaboration with her clients' tax and legal advisors. These needs extend beyond investment management to include liability management, trust and estate planning, and wealth transfer strategies.

Colleen and her team can help guide you and your family through all your life events, and be there for you every step of the way. Many of her clients are women who have become responsible for their financial future after experiencing divorce, becoming widowed, or inheriting significant wealth. She is also a member of the NADP, National Association of Divorce Professionals. Colleen often has the privilege of working with multiple generations within the same family.

Colleen is also a Chartered Special Needs Consultant® (ChSNC®).  ChSNC® designees are equipped with the specialized skills needed to help parents and caregivers plan for the future with honesty, ethics and compassion. A ChSNC® can navigate the unique considerations, estate planning, special needs trusts, life insurance, tax deductions, healthcare issues, and the emotional aspects of providing for a loved one with a disability.

Active in many local charitable and community organizations, Colleen currently serves on the Board of the Delray Beach Public Library and was nominated as their 2017 Woman Volunteer of the Year. A native of Michigan, Colleen has lived in the Boca Raton / Delray Beach area for over 40 years. She enjoys traveling, researching her ancestry, and spending time at the beach with her husband, Paul, and their two teenage children.

Professional Experience

Company

Title

Location

Duration

UBS Financial Services Inc.

Vice President - Wealth Management

Boca Raton, FL

April 2005 - Present

A.G. Edwards and Sons, Inc.

Financial Consultant

Boynton Beach, FL

March 1996 - April 2005

FDIC

Senior Bank Examiner

Hollywood, FL

August 1991 - March 1996

Accomplishments

  • Chartered Retirement Planning Counselor, CRPC
  • Chartered Special Needs Consultant, ChSNC
  • Woman Volunteer of the Year Nominee for the Junior League of Boca Raton by the Delray Beach Public Library, 2017
  • Graduate of the Leadership Delray Program, 2006
  • Dean's Letter of Commendation, School of Management, Boston College

Education

  • B.S. in Finance, magna cum laude, Boston College, Chestnut Hill, MA
  • Boston College School of Management Honors Program
  • Spanish River Community High School, Boca Raton, FL

Licenses

  • Series 63, Uniform Securities State Law
  • Series 7, General Securities Representative
  • Florida Life and Health Licenses

Personal & Community

  • Member of the Delray Beach Public Library Board of Directors
  • Former Board Member, Delray Beach Chamber of Commerce
  • Member of the National Association of Divorce Professionals (NADP)
  • Past Chairman, The Ferrer Fund, St. Vincent Ferrer Catholic Church, Delray Beach
  • Member of Impact 100 Palm Beach County

Registered States:

AL, CA, CO, CT, DE, FL, GA, MD, ME, MI, MN, MO, NC, NH, NJ, NY, TN, TX, VA