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Merrill is proud of our advisors who’ve received recognition from financial industry publications or directly from Bank of America Corporation. We believe they are setting the standard for exemplary client service.
Forbes "Best-in-State Wealth Advisors" 2022 and 2023
Published annually Jan- April. Rankings based on data as of June 30 of prior year.
Forbes "Top Women Wealth Advisors Best-in-State” 2023
Published on February 2, 2023. Rankings based on data as of September 30, 2022.*
Forbes "America's Top Women Wealth Advisors Best-in State" 2022
Published on February 4, 2022. Rankings based on data as of September 30, 2021.
Forbes "America's Top Women Wealth Advisors" 2021
Published on March 24, 2021. Rankings based on data as of September 30, 2020.
Colleen joined Merrill Lynch Wealth Management in 1983 after working for a large public accounting firm. She strongly believes in the importance of crafting a holistic wealth management approach and her focus as a financial advisor is on building long-lasting relationships with clients and their families. With care and diligence, she targets a customized wealth management strategy to each client’s needs, then works to implement it, closely track it and suggests adjustments when needed to keep up with changes in a client’s life. She offers her insights, knowledge and experience to help provide clients with estate planning services, retirement income planning and wealth transfer strategies as well.
Colleen relishes the strong bonds that she builds with clients and enjoys drafting customized wealth management strategies for them. She believes in following a disciplined investment process and is responsible for investment manager selection, as well as, developing, maintaining and reviewing asset allocation.
Colleen is a Portfolio Manager who can help clients pursue their objectives by managing on a discretionary basis her own personalized or defined strategies, which may incorporate individual stocks and bonds, Merrill Lynch Wealth Management model portfolios, and third-party investment strategies.
Colleen holds the Certified Investment Management Analyst®, CIMA® and Chartered Retirement Planning Counselor, CRPC designations. Colleen earned a bachelor’s degree from Miami University (OH) and a master’s in business administration from Ohio State University.
Colleen and her husband live in Alamo, CA. In her spare time, she loves outdoor activities including jogging, gardening, hiking, skiing and traveling to exotic places.
Miami University
The Ohio State University
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
Supported by the global resources of Merrill, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Senior Wealth Management Lending Officer
Bank of America, N.A.
NMLS #455106
Wealth Strategist
Merrill
We understand that both your life and the financial markets can change over time. By checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
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Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
We put you first, every day.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch Wealth Management Advisor.
Transcript of Video
No question too big or moment too small
For every question you have, every decision you make and every answer you need, we are with you to listen and help guide you along the many paths your life can take. Watch this video to see some questions we can address together.
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