Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
1331 NORTH CALIFORNIA BLVD.
WALNUT CREEK, CA 94596-4534
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Colleen joined Merrill Lynch 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 monitor 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 monitoring 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 model portfolios, and third-party investment strategies.
Colleen holds the Certified Investment Management Analyst® (CIMA®) and Chartered Retirement Planning Counselor SM (CRPC®) designations. Her completion of the CIMA® and CRPC® designations represents a lengthy and rigorous process reflecting Colleen’s high level of competency, professionalism and investment acumen. 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.
The Ohio State University
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Supported by the global resources of Merrill Lynch, 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 Financial Advisor if you have questions about how a specialist might be able to assist you.
Structured Credit Specialist
We offer you access to the investing insights of Merrill Lynch, trust and fiduciary services from U.S. Trust, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial strategy, our goal is to help give you peace of mind* that you're on track to help achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
MyMerrill is your destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch financial advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to 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 financial advisor.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill Lynch, we will build a strategy that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.