Colleen serves as an invaluable strategic financial planning partner to her clients as they reach toward achieving their unique, long-term goals. As a wealth management specialist and retirement plan consultant, she takes great care to ensure that each clients’ customized plan is aligned with their investment attitude, risk tolerance and other preferences.
A financial advisor with Raymond James since 2005, Colleen has more than 30 years of experience in the financial services industry, beginning with Merrill Lynch in 1986, where she focused on estate and insurance planning. In 1993, Colleen partnered with a female investment advisor, and a year later they decided to move their practice to Paine Webber. After her partner retired in 2004, Colleen and her team moved to Raymond James in 2005.
Colleen has served on the Raymond James Women’s Advisory Council (2005-2015), which supports and mentors women financial advisors. She began serving on the Raymond James Executive Council (by invitation only) in 2015 for a two-year commitment that engaged interaction with senior management on the needs of the firm’s financial advisors. She has also been on the Raymond James Chairman’s Council since 2006.*
Charity is a key foundation in Colleen’s life, and she supports various charities that focus on children, animals, the poor and cancer research. In 2003, she and her husband founded The Alexander Foundation to provide financial assistance to parents and relatives of children born with Cloverleaf Syndrome and other craniofacial-related conditions. She serves as the foundation’s treasurer while she also recruits and fundraises for the annual golf outing. She was awarded the “Wealth Advisor with Heart” Award in 2014 for her work.** She is also involved in Funding the Future, an organization involved in educating students on the importance of making smart financial decisions.
Mentoring is extremely important to Colleen. Having been mentored herself, she pays it forward by mentoring other women advisors and was a member in the roll-out of a program at Raymond James that mentors sales associates who want to become financial advisors.
Originally from Flint, Michigan, Colleen lives in Grand Blanc, Michigan, with her husband, David. They have three adult children, daughter, Casey and son-in-law, Eric; son, Chad; and a grandson, Brayden.
† The Forbes ranking of America's Top Women Wealth Advisors Best-In-State, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends, assets under management, compliance records, industry experience and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. This ranking is based upon the period from 9/30/22 to 9/30/23 and was released on 02/08/2024. Research Summary (As of February, 2024) 44,028 nominations were received and approximately 1991 women won based on thresholds. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/lists/best-in-state-women-advisors/?sh=7ae191421d11 for more info
*Chairman’s Council membership is based mainly on assets under management, education, credentials, and fiscal year production. Re-qualification is required annually. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for the award/rating.
**Wealth Management.com (Registered Rep Magazine) selects men and women in the industry whose commitment to charitable causes goes beyond simply contributing funds to a worthy organization by honoring select nominees with a passion for the charitable projects that benefit the world around them. In order to be considered for this honor a nominee or a nominee’s firm submitted their name to Wealth Management.com. The editors at the publication then vetted the entrants and issued a judgement based upon which industry professionals are doing the most interesting, beneficial charitable work in their communities. Approximately 200 nominations were received, of those only 10 nominees were bestowed with this honor. This award is bestowed by an independent third party not affiliated with Raymond James. Neither the advisor nor Raymond James has paid a fee in exchange for this award. This recognition is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience.
Raymond James is not affiliated with the above organizations and/or charitable causes.