Financial Advisors

Colleen Reese is a wealth management financial advisor based in New Orleans, LA.

Colleen joined CAPTRUST in 2023 from Southern Wealth Management and serves as a financial advisor and relationship manager. She has years of experience in tax compliance and estate administration.

Colleen holds a Bachelor of Science degree in accounting and a Master of Science degree in tax accounting from the University of New Orleans.

She is a licensed certified public accountant (CPA) and a Louisiana notary public, and is accredited in business valuation (ABV).  She serves on the Forensic, Litigation, & Valuation Services and the Estate & Financial Planning committees of the Louisiana Society of CPAs.

Outside of the office, Colleen enjoys gardening, reading, playing in community sports leagues, traveling to new places, practicing yoga, and spending time at family farms located in Louisiana and Mississippi.