Colleen R. Schuhmann, CRPC, ChSNC
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Experience

That inspires confidence

Employing a comprehensive, yet focused, approach to your financial situation, we can provide customized investment strategies designed to help you pursue your individual needs and goals. We view this as an in-depth approach to your investment and financial life – taking into account your total asset and liability needs.

Colleen R. Schuhmann

Vice President–Wealth Management

Chartered Retirement Planning Counselor

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

Colleen R. Schuhmann

Education

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

Credentials

  • Chartered Retirement Planning Counselor
  • Chartered Special Needs Consultant

Colleen R. Schuhmann

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

Financial planning
Long-term care planning
Retirement planning
Estate planning strategies
Investing
Women investors
Multi-generational families
Legacy planning

Colleen R. Schuhmann

1800 North Military Trail
Suite 300
Boca Raton, FL 33431

Email Me

Colleen R. Schuhmann

Vice President–Wealth Management

Chartered Retirement Planning Counselor

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

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

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
Retirement planning
Estate planning strategies
Investing
Women investors
Multi-generational families
Legacy planning
1800 North Military Trail
Suite 300
Boca Raton, FL 33431

Email Me

colleen.schuhmann@ubs.com
Colleen R. Schuhmann
1800 North Military Trail,Boca Raton,FL,33431

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