Registered Senior Client Associate
Colleen Newell began her career in the finance industry with Merrill Lynch in 2004 as a Registered Service Representative supporting 401k and Employee Stock Option plans. She then moved on to become a Registered Client Associate in 2005, supporting several Financial Advisors. She recently joined Rivergrass Wealth Management, as a Registered Senior Client Associate, and will handle client service and account administration for our team. Colleen provides excellent service by managing expectations and responding to client requests in a timely manner. She earned her Bachelor of Science in Marketing from The Florida State University. Colleen and her husband, Chris live in Neptune with their three sons, Wilder, Finn and Canyon.