Fortis Lux Financial
Colleen Cunningham-Davis is a seasoned professional with extensive experience in business operations and leadership roles. Currently serving as New Business Team Lead at both Fortis Lux Financial since July 2016 and MetLife since March 2014, Colleen also holds a supervisory position at Metlife Securities since April 1998, managing a team of nine associates focusing on account establishment and mutual fund transactions. Prior experience includes working as an operations associate at Battery Park, where Colleen handled trade tickets and brokerage accounts. Colleen holds an Associate's degree in Physical Therapy from Kingsborough Community College, earned between 1997 and 1999.
Fortis Lux Financial
Creative thinking is both an art and a science. When these two intersect we evolve old ideas into new ways of thinking and turn imagination into action. It’s through this collaborative, open architecture we aim to create a holistic financial process with a dedicated team assigned to meet your needs through the personal touch of a family-office atmosphere. In doing so, we pride ourselves on offering a personalized experience for each and every client we’re so honored to serve, with the intent to help solve problems, open doorways to opportunities, and offer ideas on how to use your resources to achieve your financial goals. We are licensed and registered to offer products and services in NJ, NY, CT. Licenses and registrations will vary by representative and some representatives may be licensed and registered in additional states. Please contact our offices for further information. Securities and investment advisory offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. www.SIPC.org 420 Lexington Avenue, 25th Fl Suite 2510, New York, NY 10170. (212) 578-0300.