Vice President–Wealth Management
Chartered Retirement Planning Counselor
Colleen (Hasey) Schuhmann has over 30 years of financial services experience. 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. 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, healthcare issues, and the emotional aspects of providing for a loved one with a disability.
A native of Michigan, Colleen has resided in the Boca Raton/Delray Beach area for over 44 years. She has served on multiple educational, religious, community and charitable Board of Directors over the past 25 years. Colleen enjoys researching her ancestry, golf, photography and spending time at the beach with her family. She and her husband Paul live in Delray Beach. Their two children are in now in college in Tallahassee.
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Let's connect
Vice President–Wealth Management
Chartered Retirement Planning Counselor
Colleen (Hasey) Schuhmann has over 30 years of financial services experience. 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. 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, healthcare issues, and the emotional aspects of providing for a loved one with a disability.
A native of Michigan, Colleen has resided in the Boca Raton/Delray Beach area for over 44 years. She has served on multiple educational, religious, community and charitable Board of Directors over the past 25 years. Colleen enjoys researching her ancestry, golf, photography and spending time at the beach with her family. She and her husband Paul live in Delray Beach. Their two children are in now in college in Tallahassee.
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Let's connect
Senior Client Associate
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Senior Client Associate
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
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