Internal Sales
North Central Region

Colette Beaumont

Internal Sales
North Central Region

Colette Beaumont

Colette brings years of business consulting and wealth management experience to Potomac with skills that help independent advisors drive efficiency and growth.

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50

States
visited

Colette works with financial advisors to take their businesses to the next level by enhancing the advisor-client relationship. She provides insight and direction to advisors in the areas of business strategy and planning, operational efficiency, client experience, and portfolio construction.

Colette enjoys traveling with her husband to see her two kids play competitive basketball.

  • Basketball 100% 100%
  • Outdoor activities 95% 95%
  • Cooking 75% 75%

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@colette-beaumont