Clayton Collins

About Clayton Collins

We are focused on empowering busy professionals and retirees to make informed decisions through our process of goals based planning and custom investment portfolio advice to help meet your objectives. The Lehigh Valley Group at Morgan Stanley is committed to delivering personalized service to the families we serve. Our collaborative risk-aware approach is developed with three outcomes in mind: help you preserve your wealth, maintain and enhance your lifestyle and create the legacy you envision. We look forward to learning more about you and sharing our process that is designed to help enrich your life both today and tomorrow.I earned the CERTIFIED FINANCIAL PLANNER® designation in 2007 through rigorous training in 72 areas of financial planning and must accrue 30 hours of continuing education credits every two years. As a CERTIFIED FINANCIAL PLANNER® I am held to the Standards of Professional Conduct and Code of Ethics written by the CFP Board. I earned the Certified Investment Management Analyst (CIMA®) designation in 2013 by completing the executive education program at The Wharton School and passing a stringent Certification Exam. I am required to comply with the Institute’s Code of Professional Responsibility and stay updated on industry trends, laws and products with 40 hours of education every two years, including two hours of ethics training. By meeting certain education and client service model requirements I earned Morgan Stanley’s Corporate Retirement Director, Governmental Entity Specialist (GES) and the Alternative Investment Director (AID) designation. Additionally, I hold the Chartered Retirement Plans SpecialistSM (CRPS®) and Chartered Retirement Planning CounselorSM (CRPC®) designation. My investment and advisory registrations include Series 7 and 66.When I am not serving valued clients, I enjoy spending time with my wife, Julie and two children, Sean and Avery, on vacation, at the shore or on the sports field. We support numerous charities focused on supporting our Armed Services, eradicating cancer and the development of our children. My two favorite hobbies are golfing and fishing with family and friends.

Experience

1. Financial Advisor, Vice President

   Morgan Stanley

   Nov 2019 — Present · Red Bank, NJ, US

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Education

• Alfred Lerner College of Business & Economics at University of Delaware

  Bachelor of Science, Finance

  1996 — 2000