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UBS Financial

Asset Management: Individual Investors and Financial Advisors

Asset Management: Individual Investors and Financial Advisors

Trusted financial advice is more important today than ever. As your Financial Services Advisors, your financial goals are the focus of everything we do. A comprehensive planning approach informs all of our conversations. It helps us learn all we can about you so we can address your most important priorities.

UBS Financial

Trusted financial advice is more important today than ever. As your Financial Services Advisors, your financial goals are the focus of everything we do. A comprehensive planning approach informs all of our conversations. It helps us learn all we can about you so we can address your most important priorities. And if your circumstances change over time, or new opportunities arise, we adjust your plan to make sure it's on track.

Whether you're looking to build your wealth management program for the future, protect it for the next generation or create a giving strategy for the people and causes that mean so much to you, we are well-positioned with advice and a plan that will give you greater confidence to pursue all of your life goals.

Colleen Schuhmann CRPC® Vice President - Wealth Management
Chartered Retirement Planning Counselor

With over 22 years of financial services experience, I am committed to helping select individuals and families effectively manage all aspects of their

financial lives. I began my career as a certified Bank Examiner at the Federal Deposit Insurance Corporation (FDIC) in both Boston and South Florida. For nine years, I was a Financial Consultant with A.G. Edwards in Boynton Beach, FL, before joining UBS in 2005.

I graduated with a B.S. in Finance, magna cum laude, from Boston College, while attending its School of Management Honors Program. In 2009, I earned the Chartered Retirement Planning Counselor (CRPC) designation. A native of Michigan, I have lived in the Boca Raton/Delray Beach area for over 36 years. My husband Paul and I live in Delray Beach with our children, Rose and Matthew.

Outside of the office, I am active in numerous community and charitable organizations, including the Florida Guardianship Association, the Delray Beach Chamber of Commerce, and the Board of the Delray Beach Public Library. I also attended the Leadership Delray Program. Previously, I served on the Endowment Board of Unity School and as the Chairman of the Ferrer Fund for St. Vincent Ferrer School. Among my other interests are photography, tennis, and golf.

My primary areas of focus are in estate planning strategies, retirement income planning, and wealth management. I take the time to listen and fully understand your unique financial needs and goals, and then design a financial plan to help you accumulate, preserve and distribute your wealth to future generations.

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