Colson Group Private Wealth Services of Raymond James Ltd. is a wealth management consultancy. We offer personalized services to successful individuals and families who are interested in wealth planning guidance through their various stages of life.
De works with successful business owners, corporate executives, professionals and retirees, helping them to optimize their wealth and reduce the complexity through her unique dynamic process. Her guiding principles and value system differentiates her practice and ultimately defines the unparalleled client experience at Colson Group Private Wealth Services.
De has a B.A. in Economics and an M.B.A. and is licensed as an Financial Advisor. She also holds the Personal Financial Planner (PFP) designation and is licensed to tailor insurance solutions to clients’ needs and goals.
Jonathan is an Associate Financial Advisor and is an integral member of the team as he works diligently to deliver on our points of distinction.
Our MISSION is to help all our clients Enhance, Protect and Sustain generational wealth.
Our MAP is a guide to detect threats and opportunities and reflects the Eight Dimensions of Wealth™.
Our METHODOLOGY is a roadmap to making prudent decisions and achieving your objectives.
Senior Vice President & Financial Advisor, Private Client Group
Associate Financial Advisor
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