Colleen Farley

Colleen Farley Email and Phone Number

Financial Advisor and Portfolio Manager @ Robbins Farley, LLC
manchester, new hampshire, united states
Colleen Farley's Location
Bedford, New Hampshire, United States, United States
Colleen Farley's Contact Details

Colleen Farley work email

Colleen Farley personal email

n/a
About Colleen Farley

Having a long term perspective, means she is energized to work with professionals at all levels, including those just starting to save and invest outside of their 401ks, knowing she’ll earn their business now, and still be with them as she helps turn today’s savings into tomorrow’s wealth. Unlike many financial planners, Colleen’s focus is not just on the size of the client’s assets when they walk in the door, but in understanding their goals and helping to get them on a path to get there. Most of her clients come from referrals and you can be sure she will treat someone that you care for with the same care and respect.Opinions and comments expressed by LinkedIn Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm.

Colleen Farley's Current Company Details
Robbins Farley, LLC

Robbins Farley, Llc

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Financial Advisor and Portfolio Manager
manchester, new hampshire, united states
Employees:
7
Colleen Farley Work Experience Details
  • Robbins Farley, Llc
    Managing Principal
    Robbins Farley, Llc Apr 2012 - Present
    Manchester, Nh
    Colleen Farley is Co-Founder and Managing Principal of Robbins Farley, LLC. She focuses on a comprehensive wealth planning experience for her clients. With her team, she creates personalized wealth management strategies designed to build and preserve her clients’ wealth by learning about their needs and personal goals. She loves the clients she works with and truly feels responsible for helping clients achieve their goals and setting them on a path to get there.In 2012, Colleen co-founded Robbins Farley along with Bob Robbins. She has completed extensive coursework and rigorous testing to become a Certified Portfolio Manager. This certification has enabled her to gain a deeper understanding of fundamental security analysis for her clients. She works with successful individuals and families to:• Uncover each client’s planning needs by learning about their values and personal goals. • Develop a personalized plan that works specifically for each client’s unique goals and needs.• Implement and monitor each client’s plan as their needs evolve over time.
  • Associated Grocers Of New England
    Board Member
    Associated Grocers Of New England Jun 2019 - Present
    Associated Grocers of New England, Inc., is the largest retailer-owned, wholesale grocery Distribution Center In New England. Serving the needs of Independent Retail Grocers of every store size and format... multi-store independent supermarket groups, community supermarkets, country stores, and convenience retailers
  • Provisors
    Group Leader
    Provisors Oct 2022 - Present
    Manchester, New Hampshire, United States
  • Morgan Stanley Smith Barney
    Vice President - Wealth Management, Portfolio Management Director, Financial Advisor
    Morgan Stanley Smith Barney Sep 2004 - Apr 2012
    Manchester, Nh

Colleen Farley Skills

Wealth Management Portfolio Management Financial Advisory Strategic Financial Planning Strategic Planning Investments Finance Equities Small Business Insurance Securities Management Customer Service Leadership

Colleen Farley Education Details

Frequently Asked Questions about Colleen Farley

What company does Colleen Farley work for?

Colleen Farley works for Robbins Farley, Llc

What is Colleen Farley's role at the current company?

Colleen Farley's current role is Financial Advisor and Portfolio Manager.

What is Colleen Farley's email address?

Colleen Farley's email address is co****@****ley.com

What schools did Colleen Farley attend?

Colleen Farley attended Saint Anselm College.

What skills is Colleen Farley known for?

Colleen Farley has skills like Wealth Management, Portfolio Management, Financial Advisory, Strategic Financial Planning, Strategic Planning, Investments, Finance, Equities, Small Business, Insurance, Securities, Management.

Who are Colleen Farley's colleagues?

Colleen Farley's colleagues are David B. Lanzillo, Ccfs®,, Kate Caswell, Fpqp®, Crpc™, Tony Dibartolomeo, Dayna Bennett.

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