Edward R. Collins

About Edward R. Collins

I have a lawyer’s mind leveraging decades of financial services experience specifically…

Experience

1. Founding Partner & Wealth Advisor

   Collins Lambert, Llc

   Jan 2019 — Present

   The Collins Lambert team has aimed to help numerous clients build and preserve real wealth. There have been ups and downs in the Markets. There have been volumes of tax law changes. The economy has expanded and contracted and expanded again. And through it all, our professionals continue to grow our reach to allow us to provide financial guidance that matters to discerning client all across the country.

Education

• The American College of Financial Services

  Certification, Accredited Asset Management Specialist (AAMS)

• State Of New Jersey Department Of Banking And Insurance

  Life & Health Insurance License, Life & Health Insurance

• FINRA

  Series 7, General Securities Representative

• Seton Hall University School of Law

  Doctor of Law (J.D.)

• Certified Financial Planning Board of Standards, Inc.

  Certification, Certified Financial Planner (CFP®) Professional

• FINRA

  Series 66, Uniform State Law Examination Authorization

• FINRA

  Series 24, General Securities Principal

• Fairleigh Dickinson University

  Certificate, Financial Planning

• Caldwell University

  History (B.A.) & Psychology (B.A.)

• International Association Of Registered Financial Consultants

  Designation, Registered Financial Consultant (RFC)

Skills

• High Net Worth Individuals
• Financial Analysis
• Trusts
• Financial Services
• Wealth Management
• Financial Advisory
• Portfolio Management
• Investment Strategies
• Retirement Planning
• Wealth Management Services
• Financial Planning
• Series 7
• Estate Planning
• Succession Planning
• Asset Allocation
• Investment Advisory
• Insurance
• Asset Protection
• Asset Management
• Securities
• Risk Management
• Strategic Planning
• Investments
• Strategic Financial Planning