Colleen Hasey Schuhmann is a UBS Financial Advisor with over 30 years of experience in guiding families through all of life's events. Colleen's primary areas of focus are in estate planning strategies and wealth management. She works closely with her clients to develop customized solutions and a personalized financial plan that addresses a full spectrum of wealth management needs, typically in collaboration with her clients' tax and legal advisors. She has a passion for helping women navigate their financial future.

Colleen graduated magna cum laude with a B.S. in Finance from Boston College and is a Chartered Special Needs Consultant. Her older sister has special needs so she deeply understands the importance of long-term planning for a loved one with a disability.

A native of Michigan, Colleen has lived in the Boca Raton / Delray Beach area for over 45 years. She is active in many local charitable, educational, religious and community organizations.

Firm Description

UBS is the largest wealth management firm in the world. We provide a complete range of tailored advice and investment services for distinguished investors and families around the country.

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