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, NY, OK, PA