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MEMBER PROFILE

 

Nathan Collins

Raymond James

 

Member profile details

Membership level
Tri-State
First name
Nathan
Last name
Collins
Title
Financial Advisor
Company
Raymond James
XPX Chapter Email Lists
  • Connecticut - Fairfield County News & Events
  • Connecticut - Hartford New & Events
  • Connecticut News & Events
  • New York News & Events
 

XPX ROLE

Leadership Role
Membership Co-Chair
 

CONTACT INFORMATION

City
Westport
State
Connecticut
 

PROFILE INFORMATION

Call me when
your client needs tax, estate and financial planning from a wealth manager who has actual experience selling a company for mid-eight figures.
Why I/we support XPX
I want to work with others who honor the ethos of referral partnerships.
Profession
  • Wealth Manager
Functional Expertise
  • Estate planning
  • Exit/Transition Planning
  • Investments
  • Retirement
  • Risk management
Client Industry(ies)
  • Agriculture/Mining
  • Business Services
  • Computer/Electronics
  • Consumer Services
  • Education
  • Energy/Utilities
  • Financial Services
  • Health/Pharma/Biotech
  • Manufacturing
  • Media and Entertainment
  • Real Estate/Construction
  • Retail
  • Software/Internet
  • Telecommunications
  • Transportation/Storage
  • Travel/Recreation/Leisure
  • Wholesale/Distribution
Professional Certification(s)
CEPA
In Business Since
1995
How to contact
email
Website
raymondjames.com
Business Focus
business owners anticipating a transaction
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