De Colson

De Colson,

PFP®, EPC™, CEA® Senior Wealth Advisor

De Colson is a Senior Wealth Advisor at Raymond James Ltd. De has over 35 years of financial industry experience that began in working closely with pension fund managers and investment counselors. This formative experience together with her passion to contribute to the success of achieving clients’ lifetime goals drew her to establish her practice of working directly with families, corporate executives and successful business owners.

De’s guiding principles and value systems have differentiated her practice. Experience, diligence, good listening skills and empathy drive the goal of optimizing each client’s wealth and reducing complexity through a clear and dynamic process.

In addition to being a Wealth Advisor, De also holds the designations of Personal Financial Planner (PFP®), Elder Planning Counselor (EPC), Certified Executor Advisor (CEA®) and Life Insurance Agent.

De has always aimed to work with clients who want to put a calm and realistic plan into place to meet their own future needs and choices.