William R. Collins, IV CFP<sup>&reg;</sup> - Financial Advisor

William R. Collins, IV CFP®

CPM®, CRPC®

Senior Vice President, Director of Business Strategy

Morgan Stanley Wealth Management

2000 Westchester Avenue, 1NC
Purchase, NY 10577
FINANCIAL ADVISOR'S WEBSITE
(914) 225-9984 CONNECT WITH William
  • linkedin link

General

William Collins is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Morgan Stanley Wealth Management in Purchase, NY and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - CPM

Insurance Licenses

  • Life insurance: NY
  • Health/disability insurance: NY
  • Fixed annuities: NY
  • Variable annuities: NY

Broker-Dealer Affiliation

Morgan Stanley Smith Barney

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Charitable & Planned Giving, Asset Allocation, Career Change, Estate Planning, Investment Management, Limited Partnerships, Employee Benefits, Getting Divorced, Mutual Funds, Real Estate, Insurance, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Succession Planning, Sudden Wealth, Nontraditional Households, Special Needs

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