Bill Collins

Bill Collins

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Profil

Mr. Bill Collins is a Director at MAI Wealth Advisors LLC.
Prior to joining MAI Wealth Advisors in April 2011, he served as Vice President of Business Development for Horizon Asset Management, a New York based investment firm.
At Horizon, he was responsible for developing relationships and providing ongoing support to Registered Investment Advisors and Multi-Family Offices.
Prior to Horizon, he was Vice President, Northeast Regional Manager, for the Wealth Advisor Solution (WAS) program at Fidelity Investments.
He worked with Fidelity's Account Executives to help solve their clients' complex financial situations.
He brings a depth of experience in the areas of retirement income, planning, and aiding clients in wealth protection and other financial planning strategies.
He has over 21 years of experience to the Investment Group.
Mr. Collins earned his BA in Accounting from Assumption College and his MS in Financial Planning from the College of Financial Planning.
He is a Certified Financial Planner and has attained his Series 7 and 63 registrations.

Tidigare kända positioner av Bill Collins

FöretagPositionSlut
Offentlig kommunikationskontakt 2011-03-31
Företagsledare/Principal -
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