Colleen Freedman Cavalieri
Client Relations
Colleen has been an invaluable member of the Waterstone Financial team since 2012. Her cheerful demeanor, positive attitude and infectious smile are only eclipsed by her strong work ethic, attention to detail and deep commitment to client care. Colleen has over 20 years’ experience in the financial industry, working for organizations such as Smith Barney, Private Capital Wealth Management and Grace Advisory Group.
Colleen was born in Saginaw, Michigan and moved to Southwest Florida in 1987. She has two sons and four step children who keep her busy on weekends.
Colleen is very active in her community, supporting the Boy Scouts of America as a Committee Member for Troop 951. Colleen also enjoys watching baseball and hockey, camping, going to the beach and fine dining with friends.
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12597 New Brittany Blvd, Fort Myers, FL 33907
239-288-0977
ADVISORY DISCLOSURE
This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security.
Waterstone Financial Advisory is an SEC registered investment adviser located in the State of Florida. Waterstone Financial Advisory only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. Insurance products and services are offered and sold through Waterstone Financial and individually licensed and appointed insurance agents.
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