Colin Gerrety Email & Phone Number
Vice President and Client Advisor @ Glassman Wealth Services
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Colin Gerrety Location
- Washington, DC, US
Colin Gerrety Work
- 2022 -now Vice President and Client Advisor @
- 2018 -2022 Client Advisor @
- 2017 -2018 Associate Client Advisor @
- 2015 -2017 Client Service and Operations Manager @
- 2013 -2015 Associate Wealth Consultant @
- 2012 -2012 State Government Affairs @
- 2011 -2011 Agency Leasing @
Colin Gerrety Education
- Vanderbilt University
Bachelor of Arts (B.A.), magna cum laude
- Gonzaga College High School
- The American College of Financial Services
CFP® Certification Program
Colin Gerrety Skills
- Financial Planning
- Wealth Management
- Tax Planning
- Investment Advisory
- Investment Management
- Client Relationship Management
- Operations Management
- Investments
- Content Marketing
- CRM
- Estate Planning
- Insurance
- Retirement Planning
- Portfolio Management
- Financial Advisory
- Tax
- Microsoft Excel
- PowerPoint
- Microsoft Word
- Education Planning
- Performance Reporting
- Investment Performance
- Certified Financial Planner
- Investment Advisory Services
- Insurance Planning
- Economic Data Analysis
Colin Gerrety Summary
- Colin Gerrety, based in Washington, DC, US, is currently a Vice President and Client Advisor at Glassman Wealth Services. Colin Gerrety brings experience from previous roles at Glassman Wealth Services and Fortigent, LLC. Colin Gerrety holds a Bachelor of Arts (B.A.), magna cum laude @ Vanderbilt University. With a robust skill set that includes Financial Planning, Wealth Management, Tax Planning, Investment Advisory, Investment Management and more. Colin Gerrety has 2 emails and 1 mobile phone numbers on RocketReach.
Looking for a different Colin Gerrety?
Find contact details for 700 million professionals.
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co