Inna Collins, CFP®

Senior Financial Planner, Director

Charlotte, NC

Designations

  • CERTIFIED FINANCIAL PLANNER® professional1

 

Work Experience

  • Works with individuals and families to manage investments, tax planning, wealth and estate transfer strategies, risk management, insurance, and retirement planning
  • Was a Financial Advisor at Merrill Lynch before joining MAI in 2022

 

Life Outside of MAI 

  • Avid Toastmaster and volunteers with multiple non-profits
  • Inna is actively involved in helping resettle Ukrainian refugees who fled the war-torn country

 

Education

  • Ukrainian Academy of Banking, MS in Economics and Management
  • DeVry University, Master’s Certificate in financial analysis

 

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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