Let's move forward. Together.

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

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Colleen R. Schuhmann, CRPC, ChSNC

Vice President–Wealth Management

Colleen (Hasey) Schuhmann is a UBS financial advisor with over 30 years of experience. Colleen's primary areas of focus are in estate planning strategies, retirement income planning, and wealth management. She works closely with her clients to develop customized solutions that address a full spectrum of wealth management needs, typically in collaboration with her clients' tax and legal advisors. These needs extend beyond investment management to include liability management, trust and estate planning, and wealth transfer strategies.

Colleen and her team can help guide you and your family through all your life events, and be there for you every step of the way. Many of her clients are women who have become responsible for their financial future after experiencing divorce, becoming widowed, or inheriting significant wealth. She is also a member of the NADP, National Association of Divorce Professionals. Colleen often has the privilege of working with multiple generations within the same family.

Colleen is also a Chartered Special Needs Consultant® (ChSNC®).  ChSNC® designees are equipped with the specialized skills needed to help parents and caregivers plan for the future with honesty, ethics and compassion. A ChSNC® can navigate the unique considerations, estate planning, special needs trusts, life insurance, tax deductions, healthcare issues, and the emotional aspects of providing for a loved one with a disability.

Active in many local charitable, educational, religious and community organizations, Colleen currently serves on the Board of the Delray Beach Public Library and was nominated as their 2017 Woman Volunteer of the Year. A native of Michigan, Colleen has lived in the Boca Raton / Delray Beach area for over 44 years. She enjoys traveling, golf, researching her ancestry, and spending time at the beach. Colleen and her husband, Paul, have two children who are currently in college in Tallahassee, Florida.

Registered States:
  • AL
  • CA
  • CT
  • FL
  • GA
  • HI
  • LA
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • NC
  • NH
  • NJ
  • NY
  • PA
  • RI
  • TN
  • TX
  • VA

Education

  • B.S. Finance, magna cum laude, Boston College, Carroll School of Management Honors Program

Credentials

  • Chartered Retirement Planning Counselor
  • Chartered Special Needs Consultant

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Financial planning
Long-term care planning
Women investors
Estate planning strategies
Special needs
Multi-generational families
Retirement planning
Securities-backed lending
1800 North Military Trail
Suite 300
Boca Raton, FL 33431
  • (561) 367-1817

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A focus on personalized access and service

Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

Helping women take charge

Helping women take charge

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UBS and Credit Suisse—stronger than ever

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Success to succession

Enabling the transfer of all you hold valuable

What defines family success? A business, property, or is it more elusive: traditions, values, ethics? And how will you pass it on to the next generation with forethought, clear goals and careful execution?

Too often, before sharing assets, we neglect the actual communication of wishes, plans and expectations. Let’s change that.

A leader in wealth management

Backed by the strength of our parent company, UBS AG

Financial strength

Driving confidence.
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UBS AG, long-term senior secured debt rating. As of 03/31/2024

More than 160 years

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