Check the background of investment professionals associated with this site on FINRA's BrokerCheck

Colleen Chance

Colleen Chance
Client Service Specialist

Colleen joined PWM in 2012. Her responsibilities include marketing, communications, special events, social media and client relations. Prior to her work at PWM she spent 6 years with Resource One Advisors as their Director of Marketing and Special Events. Before that she taught at Chesterfield Day School St Albans. She attended the University of Missouri Columbia and resides in St Albans where she enjoys spending time with her family, three children and two dogs.


Provide us with your name and email and we will keep you in the loop on things that could effect your financial future.

  • This field is for validation purposes and should be left unchanged.