Investment Management, Client Services Associate
Colette’s primary focus is the day-to-day service needs associated with investment management. She provides support for ongoing risk and performance monitoring of investment accounts in addition to assisting our clients with securities trading and cash flow management. Her professional passion is helping clients reduce the complexity associated with managing their assets.
Colette holds the FINRA Series 7 and 66 registrations and is a registered representative of MML Investors Services, Inc. She graduated from Hobart and William Smith Colleges with a degree in Environmental Studies and a minor in Economics.