Meet Your Waterstone Client Support Team
Expanding our team and services to support you!
At Waterstone Financial, we are proud to have a great team of experienced professionals who share a goal of providing our clients with exceptional service at every step of the way.
Two of those team members – Colleen Cavalieri, our Client Relations Manager, and Bev Slager, our Operations Manager – make sure our clients have all the support and information they need. Colleen and Bev also help keep the rest of the Waterstone team on track, from managing calendars to tracking down paperwork, and a lot more.
Take a minute to meet them...
Colleen Cavalieri, Client Relations Manager
Bev Slager, Operations Manager
Get to know the entire dedicated Waterstone Financial team.
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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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