Senior member of the Colbert Wealth Management Group. Four-decades of financial services experience, including tenures at PaineWebber, Inc. and Kidder, Peabody & Co. A wealth management advisor that provides planning and investment solutions through a consultative and direct portfolio/account management approach.  Past positions held include: Commodity Principal and Tax Shelter Manager. Designation: Certified Investment Management Analyst (CIMA®) achieved at the Wharton School.  Extensive philanthropic Board experience including: The John and Mable Ringling Museum of Art Foundation Trustee, 2018-2021; The Sarasota Art Museum of the Ringling College – Museum Advisory Committee member to the Board; Lincoln University, PA, Trustee, 2000-2013; Advisory Board Member for Lincoln University’s Center for Banking, Finance and Entrepreneurship;   Former Chairman of the Board, Green Chimneys Children’s Services and Schools; Received the 2006 Proclamation from the City Council of New York City for Community Service; An avid art enthusiast and collector that enjoys unique travel experiences and photography.

Registered States:
AZ, CA, CO, CT, DC, DE, FL, GA, LA, MA, MD, MI, NC, NJ, NY, OK, PA, SC, TN, TX, VA, WI

Melinda is currently a Wealth Management Associate with the Colbert Wealth Management Group. Previously she was a Senior Registered Client Service Associate with UBS Financial Services for over 10 years and has 30 years of industry experience. She has a thorough knowledge of  UBS's services and products.  She manages Warren's private banking operations and handles daily client requests. .  She provides excellent client service and attention to detail is evident from her past experiences and ability to effectively resolve client problems.  Melinda is Series 7, 66 and 31 certified. She lives in Rutherford, NJ with her husband, Brian.

Registered States:
AZ, CA, CT, DC, DE, FL, GA, IA, LA, MA, MI, NC, NJ, NY, OK, PA, PR, SC, TN, TX, VA, WI, WY

Lily Martinez is a Senior Client Service Associate and manages all operational matters. She is a dedicated relationship builder and is committed to creating exceptional experiences for each client. Her efficiency and dedication to providing personal and responsive service, while helping to inform and educate clients is key to the Colbert Wealth Management Group's servicing model. Lily worked at Morgan Stanley for 16 years in various capacities including a Reorganization Support Specialist, Senior Sales Assistant and in her most recent role as Senior Client Services Associate. She has her securities Series 7 license. She resides in Maywood, New Jersey with her husband Joe and two children Jonathan and Kiara.

Registered States:
NJ