Estelle is a Client Service Associate at The Colony Group and brings over 10 years of experience working in the financial services industry.
She supports the Long Island team of wealth advisors and is responsible for client onboarding, providing account maintenance, transactional account needs, and other client service requests. Estelle leverages strong organizational skills and attention to detail to provide a professional, seamless, and valued client experience.
Prior to joining The Colony Group, Estelle worked as a Registered Client Service Associate for Cooney Associates. She received her undergraduate degree from The University of Colorado and also holds FINRA Series 7 and 66 licenses.
In her spare time, Estelle enjoys reading, travel, relaxing in the sunshine, and spending time with friends and family.