Mr. Collins specializes in the complex areas of family wealth management and investment portfolio design. He dedicates himself to helping his clients enhance their financial literacy and work toward their financial goals and objectives. As a private wealth manager, he is the financial planning team leader for his clients.
Mr. Collins has achieved advanced accreditation in the areas of financial planning, professional money management, and wealth management and has earned the prestigious CERTIFIED FINANCIAL PLANNER (CFP®) certification from the CFP Board of Standards, Inc. in Washington, D.C., the Accredited Asset Management Specialist (AAMS) designation from The College for Financial Planning in Colorado, as well as the Registered Financial Consultant (RFC) designation from the International Association of Registered Financial Consultants in Ohio. Mr. Collins has earned his Series 7, Series 66, and Series 24 securities registrations, as well as his Life and Health Insurance Licenses. Mr. Collins graduated Magna Cum Laude from Caldwell College with a double major in History (B.A.) and Psychology (B.A.), a minor in Political Science and a Certificate in Government Service and Administration. He started his professional career working with the U.S. Department of Justice, but transitioned to private wealth management planning in 1998.
He is a member of the Board of Trustees for Caldwell College. He is a member of the Alumni Board and serves on the Business Advisory Council of Caldwell College as well. He serves as a Trustee and Treasurer of the Brian C. Kull Memorial Foundation, Inc., a foundation which issues college scholarships to students that demonstrate excellence in the areas of service, leadership and fellowship within their community. Mr. Collins and his wife, Irina, are active members of the North Hunterdon-Clinton Kiwanis Club which engages in many local service initiatives near their home in Annandale, New Jersey.
Specialties:Specializing in serving the needs of high net worth families, business leaders, and successful executives and professionals. Offering comprehensive wealth management services. Securities and advisory services offered through LPL Financial, a Registered Investment Advisor and Member FINRA/SIPC.
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