Colleen Walsh Email & Phone Number

I am a Vice President at Equitable Advisors, and responsible for helping to cultivate the next generation of financial professionals who will deliver on our mission to create relationships with clients and help them review their financial goals through each stage of life.In order to deliver on that, I look for those who are ambitious, driven, self-starters who possess integrity, a strong work ethic, and the desire to help others plan for and protect their financial future.I take great pride in helping my clients grow, protect and preserve wealth by educating them on the path and appropriate financial tools to get to those goals and adjusting those strategies when life events warrant. With the support of our team of experts within the various disciplines of financial planning (including insurance and investments), I use a holistic approach to advise on how they can work together as one cohesive unit.Preparing for that next step in life isn't easy for any of us. There are many questions and things are so hard to predict. Whether one's objectives include preparing for retirement, college planning, investment strategies; family protection through life insurance; disability or long-term care insurance; my commitment is to offer a new level of attention.

Listed skills include Marketing, Account Management, Sales, Sales Management, and 29 others.