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

First Vice President–Wealth Management

Chartered Retirement Planning Counselor

Registered States:
  • CA
  • CT
  • FL
  • GA
  • LA
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • 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

First Vice President–Wealth Management

Chartered Retirement Planning Counselor

Registered States:
  • CA
  • CT
  • FL
  • GA
  • LA
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • 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

May Ellen Schad

Senior Registered Client Associate

May Ellen Schad is a detail-oriented Senior Registered Client Associate with 14 years of experience at UBS. Fully licensed (Series 7, 66, and Insurance), May Ellen provides comprehensive support to Colleen and her clients, ensuring exceptional service and operational excellence. She is known for her deep understanding of complex wealth management needs and her commitment to delivering reliable, high-quality client experiences.

May Ellen has been married to her husband for 31 years and has 2 adult children. In her free time, she enjoys cooking, spending time outdoors with her family, birding, and is active in her church. 

Registered States:
  • AL
  • AZ
  • CA
  • CO
  • CT
  • DE
  • FL
  • GA
  • IL
  • LA
  • MA
  • MD
  • MI
  • MS
  • MT
  • NC
  • NH
  • NJ
  • NY
  • OH
  • PA
  • TN
  • TX
  • WV

May Ellen Schad

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

Banking
Cash management
Securities-backed lending

May Ellen Schad

3801 PGA Boulevard
10th Floor
Palm Beach Gardens, FL 33410

Email Me

May Ellen Schad

Senior Registered Client Associate

May Ellen Schad is a detail-oriented Senior Registered Client Associate with 14 years of experience at UBS. Fully licensed (Series 7, 66, and Insurance), May Ellen provides comprehensive support to Colleen and her clients, ensuring exceptional service and operational excellence. She is known for her deep understanding of complex wealth management needs and her commitment to delivering reliable, high-quality client experiences.

May Ellen has been married to her husband for 31 years and has 2 adult children. In her free time, she enjoys cooking, spending time outdoors with her family, birding, and is active in her church. 

Registered States:
  • AL
  • AZ
  • CA
  • CO
  • CT
  • DE
  • FL
  • GA
  • IL
  • LA
  • MA
  • MD
  • MI
  • MS
  • MT
  • NC
  • NH
  • NJ
  • NY
  • OH
  • PA
  • TN
  • TX
  • WV

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

Banking
Cash management
Securities-backed lending
3801 PGA Boulevard
10th Floor
Palm Beach Gardens, FL 33410

Email Me

may-ellen.schad@ubs.com
May Ellen Schad
3801 PGA Boulevard,Palm Beach Gardens,FL,33410

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As a firm providing wealth management services to clients, UBS Financial Services Inc. offers investment advisory services in its capacity as an SEC-registered investment adviser and brokerage services in its capacity as an SEC-registered broker-dealer. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that clients understand the ways in which we conduct business, that they carefully read the agreements and disclosures that we provide to them about the products or services we offer. A small number of our financial advisors are not permitted to offer advisory services to you, and can only work with you directly as UBS broker-dealer representatives. Your financial advisor will let you know if this is the case and, if you desire advisory services, will be happy to refer you to another financial advisor who can help you. Our agreements and disclosures will inform you about whether we and our financial advisors are acting in our capacity as an investment adviser or broker-dealer. For more information, please review the PDF document at ubs.com/relationshipsummary.

Neither UBS Financial Services Inc. nor its employees (including its Financial Advisors) provide tax or legal advice. You should consult with your legal counsel and/or your accountant or tax professional regarding the legal or tax implications of a particular suggestion, strategy or investment, including any estate planning strategies, before you invest or implement.

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