Jason Collins Cfp Aams
As a financial advisor, I focus on building long-term client relationships by offering education, advice, wealth management, along... | Lexington, Kentucky, United States
Jason Collins Cfp Aams’s Emails cj****@rw****.com
Jason Collins Cfp Aams’s Phone Numbers No phone number available.
Social Media
Jason Collins Cfp Aams’s Location Lexington, Kentucky, United States
Jason Collins Cfp Aams’s Expertise As a financial advisor, I focus on building long-term client relationships by offering education, advice, wealth management, along with comprehensive financial and estate planning to individuals and small businesses. I listen carefully to my clients when discussing their financial needs and goals. Then with the help of many resources offered through Baird, I find solutions that can help solve for those needs all while providing ongoing support through consistent communication and reviews as clients navigate life’s many changes. I enjoy the personal relationships that I’ve developed throughout my career and love helping clients by using my access to technology and numerous investment solutions. I do not offer a “cookie-cutter” approach to wealth management. Some of the specialties I focus on, but not limited to: • Retirement Planning & Income Strategies • Portfolio Management & Asset Allocation Strategies • Trust, Estate, & Legacy Planning • Charitable Gifting Strategies • Life & Long-term Care Insurance. Planning & Review. • Small Business Retirement Accounts • College Savings • Fee-based Account Management • Ongoing Educational Support and Assistance Contact Information: 859-514-6431 [email protected] sjcollins.rwbaird.com
Jason Collins Cfp Aams’s Current Industry Baird
Jason
Collins Cfp Aams’s Prior Industry
Lexmark International
|
Hilliard Lyons
|
Baird
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Work Experience
Baird
Director, Financial Advisor
Tue Oct 01 2019 05:30:00 GMT+0530 (India Standard Time) — Present
Hilliard Lyons
Senior Vice President, Wealth Advisor, AAMS
Wed Jan 01 2003 05:30:00 GMT+0530 (India Standard Time) — Tue Oct 01 2019 05:30:00 GMT+0530 (India Standard Time)
Lexmark International
Supply Chain
Fri Jan 01 1999 05:30:00 GMT+0530 (India Standard Time) — Tue Jan 01 2002 05:30:00 GMT+0530 (India Standard Time)Skills
Languages
Jason Collins Cfp Aams Email Addresses
FAQ About Jason Collins Cfp Aams
-
Jason Collins Cfp Aams is located at
Lexington, Kentucky, United States -
Jason Collins Cfp Aams is a
As a financial advisor, I focus on building long-term client relationships by offering education, advice, wealth management, along with comprehensive financial and estate planning to individuals and small businesses. I listen carefully to my clients when discussing their financial needs and goals. Then with the help of many resources offered through Baird, I find solutions that can help solve for those needs all while providing ongoing support through consistent communication and reviews as clients navigate life’s many changes. I enjoy the personal relationships that I’ve developed throughout my career and love helping clients by using my access to technology and numerous investment solutions. I do not offer a “cookie-cutter” approach to wealth management. Some of the specialties I focus on, but not limited to: • Retirement Planning & Income Strategies • Portfolio Management & Asset Allocation Strategies • Trust, Estate, & Legacy Planning • Charitable Gifting Strategies • Life & Long-term Care Insurance. Planning & Review. • Small Business Retirement Accounts • College Savings • Fee-based Account Management • Ongoing Educational Support and Assistance Contact Information: 859-514-6431 [email protected] sjcollins.rwbaird.com Baird -
Jason Collins Cfp Aams currently works in the
Baird -
Jason Collins Cfp Aams specializes in
As a financial advisor, I focus on building long-term client relationships by offering education, advice, wealth management, along with comprehensive financial and estate planning to individuals and small businesses. I listen carefully to my clients when discussing their financial needs and goals. Then with the help of many resources offered through Baird, I find solutions that can help solve for those needs all while providing ongoing support through consistent communication and reviews as clients navigate life’s many changes. I enjoy the personal relationships that I’ve developed throughout my career and love helping clients by using my access to technology and numerous investment solutions. I do not offer a “cookie-cutter” approach to wealth management. Some of the specialties I focus on, but not limited to: • Retirement Planning & Income Strategies • Portfolio Management & Asset Allocation Strategies • Trust, Estate, & Legacy Planning • Charitable Gifting Strategies • Life & Long-term Care Insurance. Planning & Review. • Small Business Retirement Accounts • College Savings • Fee-based Account Management • Ongoing Educational Support and Assistance Contact Information: 859-514-6431 [email protected] sjcollins.rwbaird.com -
Jason Collins Cfp Aams speaks the following languages:
No languages available. -
Jason Collins Cfp Aams has prior experience in the following industries:
Hilliard Lyons , Lexmark International -
Jason Collins Cfp Aams has the following professional experience:
Baird , Hilliard Lyons , Lexmark International . -
You can view Jason Collins Cfp Aams’s
LinkedIn profile at LinkedIn URL. -
Jason Collins Cfp Aams’s work email addresses are
[email protected] . -
Jason Collins Cfp Aams works at
Baird
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