Maplewood Investments
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Vickie Colwell

Vickie Colwell

Executive Assistant

 
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Executive Assistant

Vickie joined Maplewood in May 2017. Responsibilities include providing excellent client service,  continually developing operational efficiencies, and handling complex relationships. She works closely with Dan Dooley and Cindy Besek, assisting with individual clients, tri-party relationships and independent advisors.

Vickie began her career in the financial industry in 1992. Before joining Maplewood, she was affiliated with a number of financial institutions in Dallas, Texas including First Southwest, Penson Financial Services/Apex Clearing and Ranger Capital. Vickie works with several charities and volunteers as a foster home for animal rescues.

Education

Texas A&M, Commerce

M.S. 

MIDWESTERN STATE UNIVERSITY

B.S. 

Past Firms

PENSON FINANCIAL          2005-2012

Apex Clearing                 2012-2013

Rafferty Capital             2014-2016

Licenses & Certifications*

Series 7, 63

 

 

*To become registered and licensed to offer securities, state and federal law requires Maplewood financial professionals to pass qualifying exams administered by FINRA to demonstrate their competencies for the securities activities they perform.