As Vice President of Private Wealth Management at Capital Wealth Advisors (CWA), Colleen’s passion is helping successful business owners who have a lot of questions about how to grow the financial wealth they worked so hard for and protect it too. Colleen creates a personalized plan with you in mind called the “peace of mind” plan. This means you will be able to live your best life, even when your working days are over.
What clients love most is that she’s been in their shoes. When she sold her CPA practice, she was faced with making a lot of decisions about how to protect and use the proceeds from the sale. With Colleen on your side, you won’t have to do it alone. Explore your exciting dreams for the next chapter of your life, and discuss financial options in assisting you while striving to achieve your goals (whether you already sold or are about to).
With over 30 years of industry experience in financial planning, investments, insurance, and taxation, she can help you develop goals and strategies to potentially grow, protect, distribute and enjoy your wealth today without worry.
Before joining CWA in 2017, Colleen earned her Certified Public Accountant license at Coopers & Lybrand. She was the Private Banking and Investment Manager for Key Bank in Syracuse, NY, District President for Key Bank in Naples, FL, Managing Director for Gibraltar Private Bank & Trust in Naples, FL, and President & CEO of the Community Foundation of Collier County.
Colleen and her husband, Paul, along with their pup, Chloe, reside in Naples, FL, and enjoy summer months in Central New York. Colleen and Paul enjoy getting together with friends and family, traveling, watching sunsets, and attending charitable events. Colleen has recently taken up golf and tries to play weekly.
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