Collin Shapiro

About Collin Shapiro

Hello, I’m Collin Shapiro, a CERTIFIED FINANCIAL PLANNER® (CFP) dedicated to helping individuals, families, and business owners achieve their financial goals with clarity and confidence.Since 2015, I’ve been fortunate to guide a diverse range of clients, including high-net-worth professionals, retirees, and those preparing for retirement. My mission is to help clients organize, enhance, and simplify their financial lives, so that they may feel empowered in every decision they make.Wealth Management Philosophy:Every significant financial decision should be rooted in a comprehensive, tailored financial plan.By understanding your unique circumstances and aspirations, I help develop a personalized financial roadmap, invest the portfolios according to specific goals, and monitor your progress while building the long-term trusted relationship needed to navigate the complexities of financial markets and life events.I focus on personal wealth management, offering services that include:• Financial and Estate Planning Strategies• Investment Management• Insurance Planning Needs• Transition Planning (New Job, Retirement, Marriage, Divorce, Expanding Families, Inherited Accounts, Etc.)• Generational Wealth TransfersMy objective is to provide confidence by helping you make informed financial decisions that align with your values and long-term goals. By navigating financial trends, leveraging Morgan Stanley’s cutting-edge technology, and employing forward-thinking strategies I strive to help ensure my clients receive a high level of dedication and service.Please feel free to schedule a consultation via phone, Zoom, or over coffee—I’m here to make financial planning approachable and collaborative. On LinkedIn, you can expect the latest insights and trends in the financial world.A FINRA’s Series 7 and 66 securities licensee, Collin also holds the CERTIFIED FINANCIAL PLANNER® credential. He is further licensed for Life, Accident & Health Insurance.Securities Agent: VA, AZ, CA, CO, CT, FL, GA, IA, IL, KY, MA, UT, TX, TN, MD, ME, MI, NC, ND, NJ, NM, NY, OH, OR, PA, SC, DC; General Securities Representative; Investment Advisor RepresentativeNMLS#: 21•••90

Experience

1. Financial Advisor

   Morgan Stanley

   Jul 2018 — Present · Buffalo/Niagara, NY, US

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Education

• St. Lawrence University

  Bachelor of Science (B.S.)

  2012 — 2016

Skills

• Teamwork
• English
• Event Planning
• Powerpoint
• Microsoft Excel
• Photoshop
• Public Speaking
• Microsoft Office
• Facebook
• Editing
• Microsoft Powerpoint
• Data Analysis
• Research
• Microsoft Word
• Html
• Social Networking
• Social Media