Bill Collin
Financial Advisor @Edward Jones
Signup · Get unlimited contacts
WORK HISTORY
Financial Advisor @Edward Jones
Interlochen, MI, US
Two heads are almost always better than one. If you\'d like a confidential review of your financial situation, I\'m happy to help - just make an appointment to See Bill.
EDUCATION
Central Michigan University
Bachelor of Business Administration - BBA, Finance, General
SKILLS
ABOUT BILL COLLIN
See Bill in Interlochen, where the art and science of wealth strategy meet!You\'ve likely enjoyed world-class art and music nearby, but why Interlochen for financial advice? Because we proudly bring together the industry-leading resources of Edward Jones with our local approach, combining big-firm leverage and small-town values for a uniquely personalized experience.We start our process by really listening so we can understand your true needs, as well as those of your family or business. We then create and implement holistic strategies to guide informed financial decisions and help avoid common mistakes. I\'ve furthered my education by earning the Accredited Behavioral Finance Professional™ designation to coach you through the entire process with an informed, facts-first approach. Finally, we can connect with your professional partners to address your tax and estate advice needs to help protect your family\'s legacy and life\'s work.Our focus is working with those who, like us, have moved Up North for retirement, but are excited to meet new friends and neighbors from all walks of life. Whether you\'re just getting started, have already settled in, or simply don\'t want to leave your money behind at an impersonal 401(k), with a previous or retiring advisor, we\'d love to talk to you about being part of our local small business family.The first step is all yours: Drop by for coffee, call, message or email, and we\'ll take time to discuss your unique situation and \"what you want to be when you retire.\"About me:I chose Interlochen for my business to join a community where I can have a real local impact. I serve on the Interlochen Downtown Development Authority, Chamber of Commerce and Frankfort Rotary Club. I support the Green Lake & Duck Lake Association, Economic Club of Traverse City and Traverse Connect, as well as many local charities.I joined Edward Jones after working for several Fortune 500 companies and navigated the move Up North from Midland, Michigan, eight years ago. We know the challenges of finding all the new things you need and can share our connections. My wife, Viola, is a retired public school teacher who now supports educators with health insurance. We enjoy the beauty of Northern Michigan and are passionate about cooking, wine, golf, gardening and spending time with our two adult daughters and three amazing instructions to opt out of Edward Jones commercial messaging and other important disclosures, see
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.