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Colleen Carcone*
Contact Information

Colleen Carcone*

Lecturer on Law


JD New England Law | Boston, BA University of Vermont

Professional Background

Colleen serves as a Director of Wealth Planning Strategies for TIAA, where she provides comprehensive wealth transfer, estate, and tax planning services for clients with the most complex needs.

Colleen has been frequently quoted by media outlets including The Washington Post, USA Today, CNBC, Fox Business News, The Street, and MarketWatch, and has appeared on CNBC’s Closing Bell. In addition to her work with TIAA participants, Colleen authored Principles of Estate Planning, which has been adopted as a textbook by more than 50 universities and CFP® programs.

She is an Adjunct Instructor of Law at New England Law Boston and has served as an Adjunct Instructor for several Financial Planning Programs including The American College, Boston University, and California Lutheran University.