Bill Collins, CFP®, AEP®
Senior Wealth Advisor, Managing Director
Bill is a Senior Wealth Advisor at MAI. He joined MAI in 2011, adding over 20 years of experience to the firm.
Prior to joining MAI, Bill served as Vice President of Business Development for Horizon Asset Management, a New York based investment firm. At Horizon Bill was responsible for developing relationships and providing ongoing support to Registered Investment Advisors and Multi-Family Offices. Prior to Horizon, Bill was Vice President, Northeast Regional Manager, for the Wealth Advisor Solution (WAS) program at Fidelity Investments. Bill worked with Fidelity's Account Executives to help solve their clients' complex financial situations. Bill brings a depth of experience in the areas of retirement income, planning, and aiding clients in wealth protection and other financial planning strategies.
Bill earned his BA in Accounting from Assumption College and his MS in Financial Planning from the College of Financial Planning. He is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Accredited Estate Planner® designation.