People make all the difference

The varied expertise of our team goes far beyond investment management to encompass retirement planning, tax and estate planning, risk management, philanthropic planning, education planning, and the full spectrum of financial counseling services. The teams coming together to support our clients include specialists with designations and degrees ranging from CFP®, CFA® and CPA to MBA, JD, LLM and PhD.

But, you’ll benefit from more than our technical know-how. From every team member you work with, you’ll sense a willingness to collaborate and to understand and appreciate your views and preferences…along with a selfless dedication to helping you attain your goals.

We have carefully selected professionals to our team who are committed to delivering what we believe is an exceptional client experience.

Edva Seferi

Client Service Associate

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Edva is a Client Service Associate at The Colony Group, where she supports a team of wealth management professionals.  She is responsible for client onboarding, account maintenance, wire requests, custodial alerts, and other client service requests. Edva works with clients to identify and address their needs and ensure consistent, high-quality service.

Prior to joining The Colony Group, Edva worked as a Client Associate for a Financial Group at Merrill Lynch. Previously, she was an Operations Assistant at Merrill Lynch for approximately three years before becoming a Client Associate.

Edva attended Suffolk University where she earned a Bachelor of Science in Communication and Journalism with a Concentration in Advertising. In her free time, she enjoys outdoor activities, yoga, cooking, and traveling.