Colleen joined Merrill Lynch Wealth Management in 1983 after working for a large public accounting firm. She strongly believes in the importance of crafting a holistic wealth management approach and her focus as a financial advisor is on building long-lasting relationships with clients and their families. With care and diligence, she targets a customized wealth management strategy to each client’s needs, then works to implement it, closely track it and suggests adjustments when needed to keep up with changes in a client’s life. She offers her insights, knowledge and experience to help provide clients with estate planning services, retirement income planning and wealth transfer strategies as well.
Colleen relishes the strong bonds that she builds with clients and enjoys drafting customized wealth management strategies for them. She believes in following a disciplined investment process and is responsible for investment manager selection, as well as, developing, maintaining and reviewing asset allocation.
Colleen is a Portfolio Manager who can help clients pursue their objectives by managing on a discretionary basis her own personalized or defined strategies, which may incorporate individual stocks and bonds, Merrill Lynch Wealth Management model portfolios, and third-party investment strategies.
Colleen holds the Certified Investment Management Analyst®, CIMA® and Chartered Retirement Planning Counselor, CRPCTM designations. Colleen earned a bachelor’s degree from Miami University (OH) and a master’s in business administration from Ohio State University.
Colleen and her husband live in Alamo, CA. In her spare time, she loves outdoor activities including jogging, gardening, hiking, skiing and traveling to exotic places.
Truly caring about you and your financial well-being is the foundation of my practice. My mission is to understand you and your priorities. To take the time, to ask hard, smart questions and to listen carefully, then to understand, in great detail, exactly where your wealth stands today, and where you'd like it to be tomorrow. I then help you design, implement and periodically review a customized wealth management strategy that helps you and your family pursue your personal financial goals without unnecessary investment risk. My wealth management approach is about using wealth to help turn goals into reality. When you succeed, I succeed."Integrity, diligence and effective communication are the cornerstones of my practice." Colleen Cusick, CIMA®, CRPC Senior Vice President, Wealth Management Advisor
CRPC™
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
