I have a passion to help my clients identify their purpose and make those dreams a reality. Partnering with clients and educating them on their financial health runs in my family.
I am a native of Erie, Pennsylvania and I enjoy skiing, hiking, philanthropy, animal rescue and culinary arts. After moving to Florida, I acquired a love for the ocean and southern culture. I come from a big family of educators and healthcare workers. Because of this, it is my natural instinct to help people achieve and protect their most important goals.
I attended Stetson University in Florida and the University of Innsbruck in Austria, and graduated with a bachelor's degree from Gannon University in Pennsylvania. I hold the Series 7 and Series 66 securities registrations, AAMS® and CRPC® designations, and a Life and Health license to serve your financial needs.
In my free time, I volunteer in my community and give back where I can. At Edward Jones, I serve as the regional performance leader, where I lead my colleagues to run successful and ethical businesses. Each fall, I lead a team of clients and friends to support the National Alzheimer's Foundation.
As a client of our office, you can expect white glove service. We take pride in our dynamic team approach. Originally from Nevada, my branch partner, Sheila, joined my team with eight years of industry experience. She loves partnering with our clients and often refers to them as our family.
Financial reviews are complimentary, but investor mistakes can be very expensive. If you're ready to take the next step toward reaching your financial goals, contact me today.
Sheila and I can't wait to meet you.
- Wealth Strategies
- Business Retirement Plans
- LGBT Finances
- Estate & Legacy Strategies
- Insurance & Annuities
- Retirement Income Strategies
My Personal Interests
- Animal Rescue
- Personal Fitness
Office Address10720 State Road 54 Building B
Trinity, FL 34655
Phone NumberJared T Colao at (727) 372-7678
|Mon||08:30AM - 05:00PM|
|Tue||08:30AM - 05:00PM|
|Wed||08:30AM - 05:00PM|
|Thu||08:30AM - 05:00PM|
|Fri||08:30AM - 05:00PM|
|Sat||By Appointment Only|
|Sun||By Appointment Only|
- Web Conferencing
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