Colleen Kavanaugh

Colleen Kavanaugh

Financial Consultant

Prior to joining AXA Advisors, Colleen worked for 8 years at Fidelity Investments in Boston, serving as Regional Vice President/Relationship Manager in her last role at the company.  Upon leaving Fidelity to relocate to the NY area, Colleen co-founded a small business, a music- and humor-based Spanish program for children, operating in Boston, NY and the Northern VA area. Discovering a love for educating young people, Colleen also taught for almost 3 years in private schools using the company’s curriculum. Combining her corporate, small business and teaching experience, Colleen returned to financial services in a role that she had always desired, that of financial advisor. Colleen serves as consultant, educator and advisor for small businesses, organizations and families in helping them through each life stage, a process that forges lifelong client relationships based on trust, professionalism and integrity.

Colleen focuses on comprehensive financial planning, leveraging AXA’s many tools and resources to help clients reach their short- and long-term goals: Retirement planning, business planning, investments/asset allocation, insurance planning including long-term care, college planning and wealth protection through estate planning strategies.

Colleen graduated from the University of Vermont where she studied Spanish and Economics. Colleen holds her Series 7, 65, 63, and insurance license, and is in the process of completing her ChFC designation.

Outside of work, Colleen enjoys assistant coaching for her youngest on the soccer field, and spending time with her family, friends and three sons, who are all active in sports in the Ballston Spa community.

Securities offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

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