Bill Collins, CFP®, AEP®

Senior Wealth Advisor, Managing Director

Burlington, MA

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Designations

  • CERTIFIED FINANCIAL PLANNER® professional1
  • Accredited Estate Planner designation

 

Work Experience

  • Joined MAI in 2011, specializing in investment management, financial planning, tax strategies, and estate planning solutions to help clients achieve their financial goals
  • Served as Vice President of Business Development for Horizon Asset Management, a New York based investment firm
  • Spent 15 years at Fidelity Investments in a variety of client facing roles

 

Life Outside of MAI 

  • Enjoys golf, working out, and spending time with his wife and six children

 

Education

  • Assumption College, BA in Accounting
  • College of Financial Planning, MS in Financial Planning

 

1Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

We look forward to learning about your financial goals.

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