Colin Leavey

In his role as a senior registered client service associate, Colin is responsible for many of the administrative functions that keep clients’ financial plans working. In addition to those operational functions, Colin also operates the practice’s discretionary trading system for the team, maintaining the model portfolios and making portfolio rebalancing trades. Colin is both attentive and responsive, aiming to meet clients’ needs quickly and completely.

Prior to joining the team, Colin served in a similar role with UBS, where he worked alongside his mother, who inspired him to join the industry. He is a graduate of Palm Beach State College where he earned a bachelor’s degree in management and supervision. He holds Series 7 and 66 securities licenses.

Colin is originally from Long Island, New York, but now lives in Royal Palm Beach in Florida. His hobbies include reading and gaming.