Gregory C. Collier, Sr. CFP<sup>&reg;</sup> - Financial Advisor

Gregory C. Collier, Sr. CFP®

AIF® AEP®

Investment Management Consultant - RJFS

Collier Financial Solutions, Inc

2025 W Old Hwy 441
Mount Dora, FL 32757
FINANCIAL ADVISOR'S WEBSITE
(352) 385-0073 CONNECT WITH Gregory
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General

Gregory Collier is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Collier Financial Solutions, Inc in Mount Dora, FL and the surrounding communities.

Financial Advisor Overview

Gregg is a Branch Manager with Raymond James Financial Services and the owner of Collier Financial Solutions, Inc. which he began in 2005 after 20 years working with 2 major Wall Street financial firms. With over 30 years of experience Gregg offers solutions based on that experience and his commitment to continued learning.

Gregg has been A CERTIFIED FINANCIAL PLANNER (CFP®) professional since 2003. He became an Accredited Investment Fiduciary® (AIF®) and an Accredited Estate Planner® (AEP®) in 2014.  Gregg began his 30-year career in the financial services industry with a major Wall Street firm when the DOW was barely above 1000 and has been dedicated to serving his clients’ needs since.

His passion for helping others attain financial independence is what drives every decision he makes as he helps to bring together the pieces of their financial lives. Gregg specializes in financial and retirement income planning for individuals, families and small businesses
Gregg has served as an SME (subject matter expert) for the Certified Financial Planner's Board, done pro bono work for the Financial Planning Association at the AARP National Convention and has fielded questions from the public for the annual "Ask an Expert" call in day. Gregg recently completed the Advanced Estate Planning Institute's program through Raymond James. Gregg went through the Institute of Investment Management Consulting, a rigorous training also administered through Raymond James. Through this program, he has gained a broader understanding of the investment management process. This expertise is used in building sustainable portfolios and evaluating managers in conjunction with Foundations, Endowments and ERISA Retirement Plans.

Gregg's dedication to helping others can also be found in his service to his community. Gregg is the past Chair of the Cornerstone Hospice Foundation Board, two time past President of his local Rotary club, was named Rotarian of the Year, and has served on numerous not-for profit boards and foundations.  Gregg also enjoys membership in both the national and local chapters of the Financial Planning Association and the Mid Florida Estate Planning Council.

Originally from Ashland, Kentucky, Gregg now lives with his wife, Brenda, in Mount Dora, FL.  Beyond the world of investments, Gregg enjoys visiting his family, playing golf and driving his 1929 Model A Roadster.

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Financial Advisor Experience

30 years

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 9, 10, 26, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Accredited Estate Planner

Insurance Licenses

  • Life insurance: FL, KY, WA, NY, IN, MI, NC, NM, NY, WI, IL, OR, PA
  • Health/disability insurance: FL, KY, WA, NY, IN, MI, NC, NM, NY, WI, IL, OR, PA
  • Fixed annuities: FL, KY, WA, NY, IN, MI, NC, NM, NY, WI, IL, OR, PA
  • Variable annuities: FL, KY, WA, NY, IN, MI, NC, NM, NY, WI, IL, OR, PA

Broker-Dealer Affiliation

Raymond James Financial Services, Inc.

Broker-Dealer Disclaimer

Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Collier Financial Solutions, Inc. is not a registered Broker/Dealer and is independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner ™ and CFP in the U.S.


Financial Advisor's Specialties

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

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