Chuck Collins
Managing Partner, Southeast Private Wealth | Branch Manager, Raymond James
- Role
- Managing Partner Branch Manager, Rjfs at Southeast Private Wealth
- Location
- Columbus, GA, US
- LinkedIn followers
- 500 followers
About Chuck Collins
Branch Manager and founding partner of Southeast Private Wealth, Chuck is a passionate…
Experience
Managing Partner Branch Manager, Rjfs
Nov 2018 — Present · Columbus, GA, US
Education
College for Financial Planning
Accredited Asset Management Specialist, AAMS®, Asset Management
2011
Columbus State University
BBA, Finance
Kaplan University
Wealth Management Specialist, Wealth Management
2015
Skills
- Life Insurance
- Finance
- Financial Modeling
- Small Business Lending
- Employee Benefits
- Asset Allocation
- Banking
- Mutual Funds
- Risk Management
- Series 65
- Retirement Plan Consulting
- Investment Strategies
- Portfolio Management
- Private Equity
- Wealth Management
- Estate Planning
- Retirement Planning
- Investment Management
- Investment Banking
- Wealth Management Services
- Municipal Bonds
- Derivatives
- Financial Analysis
- Asset Management
- Financial Services
- Asset Based Lending
- Retirement
- Bonds
- Personal Budgeting
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