Colleen McCaffery

Colleen R. McCaffery
Financial Advisor Private Client Group Truist Investment Services, Inc.

227 W Monroe St

Suite 1000,

Chicago, IL 60606-4500

About me

Background

Colleen McCaffery is a Financial Advisor with Truist Investment Services, Inc. offering clients more than 27 years of financial services, retirement planning, and investment management experience. 

Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

Bachelor of Arts
Western Illinois University 1989 1993

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

Locations

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About Our Process

[MUSIC PLAYING] Chicago is a city known for working hard and working together. We see that. We try to live that every day. When we came to Truist, we didn't do it as individuals. We came here as an established wealth management team, wanting to be part of something collaborative and inspiring. And we found exactly that. Truist culture and core values are tailor made not only for our team, but for this city we love so much. Chicago is a melting pot of history, diversity, and opportunity. It's not only a city of neighborhoods, it's one big community. And community, that's what Truist is all about. Our purpose is to inspire and build better lives and communities. And we're making that happen in our backyard right here in the Windy City. Truist is bringing more than 100 years of history and experience to Chicago. And we know the difference hard work, commitment, and care can make. There's real power in making connections. That's how we've built this team, who all value trust, integrity, and service. That's how we bring those values. We're building our practice to operate like a family office, helping clients manage everything from planning to investments, trusts, and estates. And just like family, sometimes being a true advisor means we don't tell you what you want to hear. But we tell you what you need to hear. But it's all part of trying to do what's best for you now and in the future, even beyond just financial goals. We're about one thing-- caring for our clients and their families. We are Truist Wealth.

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