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 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 40 years. She enjoys traveling, researching her ancestry, and spending time at the beach with her husband, Paul, and their two teenage children.

Registered States:
  • AL
  • CA
  • CT
  • FL
  • GA
  • HI
  • IL
  • MD
  • ME
  • MI
  • MN
  • MO
  • NH
  • NJ
  • NY
  • 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
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

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

Are you ready to take care of you?

Read the article: Own your worth 2020

During a health crisis, the financial and family stresses on women are often compounded by women traditionally taking on multiple caretaker roles—leaving less time and energy for financial education and planning. According to UBS‘s Own Your Worth whitepaper, time constraints are a key reason "85% of married women [in the US] are less involved in long-term finances, preferring their husbands to take care of it."

1International Labour Organization

Backed by the strength of UBS

A global leader in wealth management

Global leader

UBS is the world's largest wealth manager
ADV Rating: as of 06/30/2020

$3.1 trillion

In invested assets globally 
As of 03/31/2021

Financial strength

Driving confidence.
Aa3 (stable) Moody’s
A+ (stable) Standard & Poor’s

UBS AG, long-term senior secured debt rating. As of 5/17/2021

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