Colleen McCaffery

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

227 W. Monroe St.

Ste. 1000,

Chicago, IL 60606-4500

About me

Background

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.

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

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

  • Top-notch service delivery and support for the private banking needs of business-owners

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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