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

William R. Collins, IV CFP®

CPM®, CRPC®

Director of Business Strategy

Morgan Stanley Wealth Management

1290 Avenue of the Americas, 12th Floor
New York, NY 10104
FINANCIAL ADVISOR'S WEBSITE
(212) 893-7692

General

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

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - CRPC, 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, Insurance, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Sudden Wealth, Nontraditional Households, Special Needs

More

Helpful Financial Planning Resources