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Austin Collins, Financial Advisor

FINANCIAL ADVISOR
Austin D Collins

CFP®, WMCP®, AAMS™
2426 Bee Ridge Rd Ste D, Sarasota, FL 34239opens in a new window
Accepting New Clients
Serving clients with $1,000,000
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Charitable Giving
  • Estate & Legacy Strategies
  • Retirement Income Strategies

About Austin

I am a CERTIFIED FINANCIAL PLANNER™ professional. The foundation of our advice and service starts with a deep understanding of your purpose for your money and what's most important to you.

Our areas of focus are:

• Financial Strategies
• Estate Considerations
• Retirement Planning
• Charitable Giving Strategies
• Social Security and Medicare Planning
• Helping You Feel Organized and In Control of Your Finances
• Rapid Response to Client Needs
• Explaining Complex Topics in an Understandable Manner

I strive for excellence in the service and advice I provide to my clients, so I have earned the following certifications:

2006 – Accredited Asset Management Specialist™ certification
2012 –...

Work History

  • Edward JonesJuly 2012 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • WMCP®

    Wealth Management Certified Professional®

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Florida State UniversityBachelor of Science
  • Florida State UniversityBachelor of Science

Team Members

  • Lisa Simms
    Registered Branch Associate
    CFP®
  • Laura Moderacki
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat Closed
Sun Closed

Phone

(941) 925-0176

Fax

(855) 801-9420

Office Address

2426 Bee Ridge Rd Ste D
Sarasota, FL 34239opens in a new window

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