Michael Colon
Michael has spent over 25 years dedicated to financial advisors and institutions leading marketing teams at Allworth Financial, E*TRADE Advisor Services, TD Ameritrade Institutional, and UBS. His work has been recognized by Demand Gen Report, FCS, Oracle, and Sirius Decisions.
He founded Bold Advisor for one reason—he believes independent RIAs are the best way to help investors protect and achieve their financial goals. He’s dedicated to helping independent advisors and the organizations that serve them succeed.
Michael’s vision is simple: Help RIAs, and the institutions that serve them, deliver the best client experience possible.