Ines Colón-Dallaire serves as Executive Assistant at Brayshaw Financial Group LLC, where she plays a critical role in supporting the firm’s financial advisors and ensuring a seamless client experience from onboarding through ongoing service.
With a strong background in executive support, client relations, and administrative operations, Ines helps coordinate the day-to-day functions that allow our advisors to focus on comprehensive financial planning, wealth management, retirement income planning, and investment strategy implementation.
Client Experience & Operational Excellence
At Brayshaw Financial Group, delivering a high-touch, relationship-driven experience is foundational. Ines supports this mission by overseeing:
New client onboarding and documentation coordination
Account paperwork processing and custodial communications
Client meeting preparation and follow-up
Calendar and scheduling management
Secure document organization and client portal support
Ongoing service requests and operational workflows
Her attention to detail ensures that investment accounts, retirement rollovers, insurance applications, and financial planning deliverables are processed efficiently and accurately.
Supporting Comprehensive Financial Planning
Brayshaw Financial Group provides holistic financial advisory services, including retirement planning, tax-efficient investment management, life insurance planning, long-term care strategies, estate coordination, and business succession planning. Ines works behind the scenes to keep these processes organized and responsive, helping clients feel informed and supported at every stage.
Her role is especially important during key financial transitions such as:
401(k) and 403(b) rollovers
IRA account openings and beneficiary updates
Retirement income implementation
Insurance policy coordination
Ongoing portfolio management reviews
By maintaining operational consistency and proactive communication, Ines contributes to the firm’s reputation for professionalism and reliability.
Community & Team Continuity
As part of the Brayshaw Financial Group team, Ines supports clients and families throughout the local community and surrounding regions. She understands that financial planning is personal and often spans multiple generations. Her client-first mindset reinforces the firm’s commitment to long-term relationships built on trust, transparency, and service.
Ines collaborates closely with advisors to ensure that each client interaction reflects the firm’s core values: disciplined financial planning, thoughtful investment strategy, and proactive communication.
*Not registered with Osaic Wealth, Inc.