Colleen Schon Email & Phone Number

Colleen's constant purpose is to be an invaluable strategic financial planning partner to her clients as they pursue their unique, long-term goals. As a wealth management specialist and retirement plan consultant who has completed the certificate course from the Investment Management Consultants Association, she takes great care to ensure that each client's attitudes, risk tolerance levels and other preferences are accounted for as his or her customized plan evolves and reaches maturity.Colleen, who has been with Raymond James since 2005, has extensive experience in the financial services industry, beginning with Merrill Lynch and Co. in 1986. There, she specialized in insurance and estate planning, working with numerous investment advisors and their clients. In 1993, Colleen partnered with a female investment advisor, and a year later they decided to move their practice to Paine Webber. After her partner retired in 2004, Colleen and her team of financial advisors and sales associates moved to Raymond James and formed Anthem Advisors. She has long been fascinated by numbers and finance, and enjoys the independent thinking that her current position encourages. Since 2005, she has served on the Raymond James Women's Advisory Council, which supports and mentors women financial advisors. In 2011, she began serving on the Raymond James Speakers Bureau, which began its inaugural speaking engagements in 2012. She has been on the Raymond James Chairman's Council consecutively since 2006.Raymond James Chairman's Council membership is based on assets under management, education, credentials and fiscal year production. Re-qualification is required annually.Specialties: Please see website for our mission statement and specialties.

Listed skills include Investments, Retirement Planning, Wealth Management, Investment Advisory, and 19 others.