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Lori Deane

Principal, Senior Wealth Advisor at The Colony Group

  • LinkedIn

My time at The Colony Group is spent counseling high net worth individuals and families, corporate executives, professionals, and retirees in all areas of comprehensive financial planning...

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THE COLONY GROUP

THE COLONY GROUP

  • description Description
    The Colony Group is the smart choice for building, managing and preserving your wealth. We help successful individuals and their families, busy corporate executives, entrepreneurs and busines...

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  • Employees count Employees 201-500
  • Revenue Revenue 10 Million to 25 Million
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The Colony Group Org Chart and Mapping

Employees

Kristine McCarthy

Principal and Managing Director

Quin Foreman

Multi-Asset Portfolio Associate

Jeff Sullivan

Senior Manager Investment Operations

Fpqp™ Kailee Hicks

Customer Service Manager & Paraplanner

Dominica Bonanno

Client Service and Operations Manager

Paul Glass

Vice Chairman at the Colony Group

Denise Duffy

Senior Financial Counselor / Partner

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Answer: The Colony Group's Principal, Senior Wealth Advisor is Lori Deane

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  • Phone number  :  (***)-***-****
  • Email  :  l****@thecolonygroup.com

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