Ed began his career working on Wall Street in 1996 assisting the government bond and commodities trading desks and in 1999 became an Equity Trader. In 2006, he co-founded Collins Wealth Management, Inc. Ed's trading experience has helped him transition seamlessly into his role as chief portfolio manager for Collins Wealth Management, Inc
Ed began his career working on Wall Street in 1996 assisting the government bond and commodities trading desks and in 1999 became an Equity Trader. In 2006, he co-founded Collins Wealth Management, Inc. Ed's trading experience has helped him transition seamlessly into his role as chief portfolio manager for Collins Wealth Management, Inc. Ed oversees the daily operations for Collins Wealth Management, Inc.
Jim began his career in the financial services industry in 1983. In 2006, he co-founded Collins Wealth Management, Inc. He specializes in the area of retirement plans for individuals and corporations and has developed a host of programs to address their current and future financial needs. During his 35+ years of financial experience, Jim
Jim began his career in the financial services industry in 1983. In 2006, he co-founded Collins Wealth Management, Inc. He specializes in the area of retirement plans for individuals and corporations and has developed a host of programs to address their current and future financial needs. During his 35+ years of financial experience, Jim has made numerous presentations at professional conferences and has been recognized as an expert in retirement planning, estate planning, and wealth preservation.
Cole began his career with Charles Schwab in Phoenix, Arizona. He has been a licensed investment advisor representative since August of 2019. He specializes in technology, designing portfolios and conducting market research.
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