SCOTT COLLINS, CFP®

Financial Advisor

Address: 138 CONANT STREET, 4TH FLOOR , BEVERLY , MA 01915
Call: 978-524-1611  |  800-272-7300    Fax: 978-524-4105
Email: Scott.Collins@wellsfargoadvisors.com Compose mail in a new window

My Background

For over 30 years I have worked as a Financial Advisor assisting clients in organizing, planning and managing their financial affairs. Becoming a CERTIFIED FINANCIAL PLANNER (CFP?) and a PIM Portfolio Manager further enhances the services we can provide to our clients. Whether investing for retirement, educational needs, legacy planning or managing a taxable account we aim to provide cost effective, intelligent solutions for your investment needs.

My wife Karen and I have lived in North Andover, MA over 21 years. We are thankful for our two wonderful children Derek and Megan. We enjoy be active and spending time with family and friends.

Tufts Medicine Care at Home- Member of the Board of Trustees


Industry Experience

-Wells Fargo Advisors, 2017-Present: Vice President ? Investment Officer & PIM Portfolio Manager

-UBS Financial Services, 1986-2017: Vice President ? Wealth Management


Education & Credentials

-Bachelor of Science, Marketing Management ? Bentley University
-Advanced Studies in Financial Planning - Merrimack College
-CERTIFIED FINANCIAL PLANNER? (CFP?)
-PIM Portfolio Manager
-Series 7, 63 & 66
-Life, Accident & Health Insurance License

My Associate(s): Dawn Cobak, Senior Registered Client Associate

Securities Registered in the following states: AZ, CA, CT, DE, FL, GA, MA, MD, ME, NH, PA, TX
Insurance licensed in the following states: Resident State: MA
SCOTT COLLINS: Financial Advisor: Wells Fargo Clearing Services, LLC
United States: Massachusetts : BEVERLY Branch