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Michael A. Colache
Michael A. Colache
Senior Vice President - Wealth Management
Portfolio Manager / Financial Advisor
330 Fellowship Road
Suite 400
Mount Laurel, NJ 08054
tel: 856-222-4569
toll free: 888-651-6513
fax: 856-273-6407
Email Me
Welcome Education Experience Services
Welcome

In today's fast-paced world, few people have the time or resources to dedicate to managing their investments- whether it involves researching bond calls, reviewing company earnings projections or tracking mutual fund performance. As your Financial Advisor, I will alert you to new opportunities and advise you on changing market conditions that may affect your investments. It's all part of my long-term commitment to my clients.
Education and Licensing
  • Portfolio Manager
  • Financial Planning Specialist Designation
  • Series 7 - General Securities Representative
  • Series 63 - Uniform State Exam Series
  • Series 65 - Investment Advisory
  • Life Insurance Licensed
Business Experience
  • 2004 - Present: Morgan Stanley Smith Barney*
    Senior Vice President - Wealth Management
    Portfolio Manager / Financial Advisor
    Mt. Laurel, NJ
  • 1999-2004- Morgan Stanley -Senior Vice President -Mt. Laurel, NJ
  • 1996-1999- Janney Montgomery Scott- Senior Senior Vice President -Mt. Laurel, NJ
  • 1994-1996- Prudential Securities- Financial Advisor- Mt. Laurel, NJ
  • 1992-1994 -Merrial Lynch-Moorestown,NJ
Services
  • Asset Management
  • Art Advisory
  • Business Succession Planning
  • Cash Management
  • Endowments and Foundations
  • Estate Planning
  • Executive Financial Services
  • Family Consulting
  • Investment Policy Statements
  • Lending Services
  • Mergers and Acquisitions
  • Municipal Bonds
  • Philanthropic Services
  • Private Banking
  • Professional Portfolio Management
  • Retirement Planning
  • Structured Products
  • Wealth Management
  • Women and Company®
  • 401k Rollovers
Bulletin Board
  • If you would like us to evaluate your equity portfolio to determine which stocks are appropriate for you, please call or schedule an appointment.
  • Are you being offered an early retirement package? Visit our Financial Planning link for the IRA Rollover Guide to Lump Sum Distributions.
  • I am very appreciative when existing clients refer friends, family, and business associates for an exploratory meeting. I will do my utmost to meet your highest expectations.
Michael A. Colache is licensed in the following state(s): AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, MA, MD, ME, MI, NC, NJ, NV, NY, OH, PA, SC, TX, VA, VT, WA, WV
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
*Includes years at Smith Barney, affiliates and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.   Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
FEATURED REPORTS

Equity Market Daily (pdf)

Bond Market Monthly (pdf)
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