Colleen R. Schuhmann, CRPC, ChSNC - UBS Financial Services Inc.
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1800 N Military Trl Ste 300
Boca Raton, FL 33431
Colleen R. Schuhmann, CRPC, ChSNC, is a seasoned financial advisor at UBS Financial Services Inc. in Boca Raton, FL, with over 30 years of experience specializing in estate planning strategies, retirement income planning, and comprehensive wealth management tailored to clients' unique needs.
Committed to fostering lasting relationships, Colleen works closely with clients—including many women navigating significant life changes—to develop customized financial solutions, while also serving as a Chartered Special Needs Consultant to assist families with special needs planning and estate considerations.
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