With more than 27 years of experience in financial planning and investment management, Tim Collins has the accumulated knowledge and perspective to help you with your financial goals. Tim understands the dynamics of wealth, how to balance the complex forces at work and how to adapt intelligently as conditions change.
As your life and your needs as an investor evolve, so will your vision for the future and risk tolerance. Tim will be with you every step of the way, offering sound advice and customized financial strategies designed specifically for you.
Tim endeavors to create long-term, meaningful relationships with a select group of clients and provide them with personalized financial planning advice using some of the industry’s most comprehensive resources. Tim’s investment process takes into account your investing experience, your expectations for return, your tolerance for risk, and the performance of your portfolio.
Based on what he learns about you and your goals as well as an analysis of the current financial markets, Tim designs a customized investment portfolio, offering recommendations made solely with your best interest in mind. He then takes the time to explain his recommendations and, once you are comfortable with your new plan, puts it into action and continuously monitors its performance for opportunities to adapt to life changes and new goals.
Tim began his career in financial services in 1993 and spent the first 27 years of his career at Wells Fargo Advisors legacy firm A.G. Edwards & Sons, serving as both a financial advisor and branch manager. Today, Tim provides retirement planning and portfolio management through Raymond James.
Away from the office, Tim enjoys spending his time outdoors with his wife, three daughters, their dogs and any friend who is up for an adventure. In addition to being active with community charities, Tim takes great pleasure in volunteering as a member of the National Ski patrol.
Investing involves risk and you may incur a profit or loss regardless of strategy selected.