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William Collins
William Collins
Regional Vice President - Wholesaler | MAI Capital Management
Massachusetts, Burlington, United States
William Collins
Summary
William Collins is a seasoned CERTIFIED FINANCIAL PLANNER™ professional with over 30 years of experience in wealth management. He specializes in addressing the complex financial planning needs of high-net-worth individuals, focusing on wealth protection, investment management, and retirement income strategies. His extensive background includes leadership roles at notable financial institutions, where he has honed his skills in executive compensation and estate planning. William is dedicated to helping clients achieve their financial goals through tailored strategies and a deep understanding of their unique challenges. He holds a BA in Accounting and an MS in Financial Planning, showcasing his strong educational foundation. His career reflects a commitment to excellence and a passion for financial education and client empowerment.
William Collins
Work Experience
Managing Director at
MAI Capital Management
April 2011 - Present
William Collins
Education
Assumption College, BA, Accounting
College for Financial Planning, MS, Financial Planning
Boston College High School
Frequently Asked Questions about William Collins
What company does William Collins work for?
William Collins is a Regional Vice President - Wholesaler at MAI Capital Management.
Where William Collins graduated from?
William Collins holds a degree in null from Assumption College.
Who is William Collins?
William Collins is a seasoned CERTIFIED FINANCIAL PLANNER™ professional with over 30 years of experience in wealth management. He specializes in addressing the complex financial planning needs of high-net-worth individuals, focusing on wealth protection, investment management, and retirement income strategies. His extensive background includes leadership roles at notable financial institutions, where he has honed his skills in executive compensation and estate planning. William is dedicated to helping clients achieve their financial goals through tailored strategies and a deep understanding of their unique challenges. He holds a BA in Accounting and an MS in Financial Planning, showcasing his strong educational foundation. His career reflects a commitment to excellence and a passion for financial education and client empowerment.
William`s contact details
Colleagues
Field Agent
Senior Counsel / Attorney
Vice President
Accountant
Senior Intern
Adjunct Professor - Sports Law
Senior Account Executive
Managing Partner
Intern
Finance Intern