Client Services Manager
Colleen Lussier has been working in the financial services industry for over 30 years and has joined Wilkinson Wealth Management, LLC as the Client Services Manager where she is responsible for the administrative components of clients’ accounts and assisting with office operations and compliance.
She has worked in the trust and financial advising industries since 1999 with an emphasis in Trust Administration, Generational Wealth Transfer, Estate Planning and Estate Settlement.
Originally from Western Massachusetts, Colleen received a BA in Psychology from Chatham University. She and her husband Joe recently relocated to Charlottesville. Colleen has two daughters, one in graduate school pursuing a Master’s in Forensic Science and the other in college studying to be a Physician’s Assistant. Away from work she and her husband enjoy spending time with family, cooking, reading, travelling and exploring Virginia.