Colleen McCaffery is a Managing Director and Financial Advisor with the McCaffery Katz Team at Truist Investment Services, Inc.
Offering clients over 30 years of experience, Colleen works with successful individuals, multi-generational families, business owners, corporate executives, divorced and widowed women and people in transitional stages of their lives. She employs a thoughtful, disciplined process that starts with listening, understanding what her clients are trying to accomplish and is committed to helping them succeed financially. Education and planning are at the core of her conversations. Colleen takes great pride in meticulously attending to the details and coordinating all aspects of a client's financial life. The McCaffery Katz team brings knowledge in investments, credit, estate planning, business transition planning, family governance and education. Colleen believes in building relationships and her team strives to simplify the complex, provide a strong and impartial voice and speak the language of multiple generations.
The McCaffery Katz Team embraces three tenets in their practice:
• Care: To care for all clients like they are part of our family
• Competence: To challenge oneself to deliver the utmost experience and value
• Communication: To communicate in a manner that helps give clients financial well-being and peace of mind
Prior to joining Truist, Colleen spent 23 years building the Wealth Management practice for Wells Fargo in Chicago.