Colleen MartinezCLIENT SERVICES MANAGER
As an important member of the United Capital of New York & New Jersey financial advisor team, Colleen Martinez works with our clients through ongoing contact to offer superior operational support. Her primary goal is to provide top-notch service so that our clients can have a confidence that the United Capital family is here to support theirs. She assists the Relationship Manager in all aspects of the administration and execution of the specific needs of each client, providing quality and timely responses to inquiries and resolutions. She is the first point of contact of both current and prospective clients. She coordinates and schedules client meetings for the Managing Directors and Wealth Advisers. Her specialty is providing a high standard of support to our clients through accuracy and efficiency.
Her passion is spending quality time with her family and volunteering her time coaching recreational sports. She has been a resident of the Palisades Park, New Jersey, for over 35 years. She is the proud mother of three children Tiffany, Jenna, and Madison.