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$6 trn
UBS Group invested assets
As of 12/31/2024
By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.
Financial Advisor
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.
Education
Lets connect
Financial Advisor
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.
Education
Lets connect
Are you ready?
In the first 100 days of a second Trump administration, policy uncertainty continues to dominate. Do you have questions about the impact of tariffs, inflation and geopolitical developments on your investment strategy?
We’re here to help you make sense of it all and move forward with confidence. Make sure your portfolio is prepared for ongoing market volatility.
$6 trn
UBS Group invested assets
As of 12/31/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
