Nathan Albertson is an advisor at Colliers Securities LLC with Series 63 and Series 65 credentials. He has one year of experience in the financial industry and a background that includes roles in education and landscaping businesses. Colliers Securities LLC serves individual and high-net-worth clients as well as trusts, estates, retirement plans, charitable organizations, and business entities. The firm offers both brokerage and advisory services, including discretionary wrap programs managed by third-party managers and non-discretionary accounts where clients retain trade authority.

Nancy Linneman is a financial advisor at Colliers Securities LLC with 19 years of industry experience. She holds a Series 66 designation and has been with Colliers Securities since 2010. Outside of her advisory role, she serves as a board member for the Watertown Community Foundation/Women & Giving, involved in grant dispensing. Colliers Securities LLC serves individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and business entities by providing brokerage, custody, execution, and investment advisory services. The firm offers both non-discretionary fee-based advisory and discretionary wrap programs, utilizing third-party advisory platforms and manager relationships to implement investment strategies.

Thomas Beadnell is a financial advisor with Colliers Securities LLC, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. He has worked at Colliers Securities since 2010, with prior roles at Wells Fargo Clearing and A.G. Edwards & Sons, Inc. Beadnell serves as a board member of the Watertown Community Foundation, reviewing and voting on applications for community assistance. Colliers Securities LLC serves individual and high-net-worth clients, as well as trusts, estates, retirement plans, charitable organizations, and business entities. The firm provides brokerage, custody, and advisory services through both discretionary wrap programs managed by third-party firms and non-discretionary accounts where clients retain trade authority.