Colin Nass, Cfp®, Ricp®, Aep®, Wmcp™
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Colin Nass, Cfp®, Ricp®, Aep®, Wmcp™ Email & Phone Number

Director, Financial Planning at MMBB Financial Services
Location: New York City Metropolitan Area, United States, United States 4 work roles 2 schools
2 work emails found @mmbb.org 2 phones found area 609 and 800 LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

Contact Signals · 2 work emails · 2 phones

Work email c****@mmbb.org
Direct phone (609) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
MMBB Financial Services
Role
Director, Financial Planning
Location
New York City Metropolitan Area, United States, United States
Company size
36 employees

Who is Colin Nass, Cfp®, Ricp®, Aep®, Wmcp™? Overview

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Quick answer

Colin Nass, Cfp®, Ricp®, Aep®, Wmcp™ is listed as Director, Financial Planning at MMBB Financial Services, a company with 36 employees, based in New York City Metropolitan Area, United States, United States. AeroLeads shows a work email signal at mmbb.org, phone signal with area code 609, 800, and a matched LinkedIn profile for Colin Nass, Cfp®, Ricp®, Aep®, Wmcp™.

Colin Nass, Cfp®, Ricp®, Aep®, Wmcp™ previously worked as Financial Planner/Vice President at Lenox Advisors and Sales Manager/Director at Deutsche Bank. Colin Nass, Cfp®, Ricp®, Aep®, Wmcp™ holds Master Of International Management, International Business from Baylor University - Hankamer School Of Business.

Company email context

Email format at MMBB Financial Services

This section adds company-level context without repeating Colin Nass, Cfp®, Ricp®, Aep®, Wmcp™'s masked contact details.

*@mmbb.org
74% confidence

AeroLeads found 2 current-domain work email signals for Colin Nass, Cfp®, Ricp®, Aep®, Wmcp™. Compare company email patterns before reaching out.

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Profile bio

About Colin Nass, Cfp®, Ricp®, Aep®, Wmcp™

Results-oriented Certified Financial Planner™ with significant retirement planning and relationship management experience. Strong work ethic, able to develop relationships with complex clients. Excellent teamwork and interpersonal skills as well as solid experience managing business critical projects. B.S. in Optics, Master’s degree in International Management and significant financial planning training, including: Accredited Estate PlannerTM, Retirement Income Certified ProfessionalTM and Wealth Management Certified Professional™.PROFESSIONAL TRAININGCertified Financial Planner™ (CFP®)Retirement Income Certified Professional™ (RICP®)Accredited Estate Planner™ (AEP®)NY Life, Accident, Health InsuranceSeries 3, 7, 8, 63 EDUCATION Master of International Management, Baylor University, Texas B.S. Optics, University of Rochester, New YorkOTHER Blackbelt in ITF TaeKwonDo

Listed skills include Certified Financial Planner, Cfp, Personal Financial Planning, Estate Planning, and 46 others.

Current workplace

Colin Nass, Cfp®, Ricp®, Aep®, Wmcp™'s current company

Company context helps verify the profile and gives searchers a useful next step.

MMBB Financial Services
Mmbb Financial Services
Director, Financial Planning
new york, new york, united states
Website
mmbb.org
Employees
36
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Company profile
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4 roles · 30 years

Colin Nass, Cfp®, Ricp®, Aep®, Wmcp™ work experience

A career timeline built from the work history available for this profile.

Director, Financial Planning

Current
Mmbb Financial Services

New York, New York

Managed financial planning team of CFP®s and provided comprehensive financial planning to key clients. Frequent speaker and retirement planning seminar presenter.

Apr 2016 - Present

Financial Planner/Vice President

Lenox Advisors

Certified Financial Planner™ for high net worth clients on the Lenox Private Wealth Management platform. Responsible for providing personal planning services including: cash flow analysis, insurance reviews, asset allocation and retirement planning, reviewing estate plans and recommending wealth transfer strategies.

Jun 2014 - Apr 2016

Sales Manager/Director

Deutsche Bank

New York, NY

Financial sales, relationship management and advanced planning.

Jul 2012 - Jun 2014

Relationship Manager/Director

Bank Of America Merrill Lynch

Hong Kong And New York

Financial sales, relationship management and advanced planning.

1996 - Dec 2011
Team & coworkers

Colleagues at MMBB Financial Services

Other employees you can reach at mmbb.org. View company contacts for 36 employees →

LS Laila Salgado Laila Salgado Colleague at Mmbb Financial ServicesCambridge, England, United Kingdom, United Kingdom View → LP Lettitia P. Lettitia P. Colleague at Mmbb Financial ServicesNew York City Metropolitan Area, United States View → PH Perry Hopper Perry Hopper Colleague at Mmbb Financial ServicesNew York, New York, United States, United States View → RM Rodrigo Morales Rodrigo Morales Colleague at Mmbb Financial ServicesIndonesia, Indonesia View → HV Holly Vincent Bean Holly Vincent Bean Colleague at Mmbb Financial ServicesNew York, New York, United States, United States View → RM Rose M Harper Rose M Harper Colleague at Mmbb Financial ServicesKing Of Prussia, Pennsylvania, United States, United States View → AB Augie Bau Augie Bau Colleague at Mmbb Financial ServicesCastro Valley, California, United States, United States View → HB Holly Bean Holly Bean Colleague at Mmbb Financial ServicesMontclair, New Jersey, United States, United States View → SM Sharon Mcdowell Sharon Mcdowell Colleague at Mmbb Financial ServicesNew York, New York, United States, United States View → KC Kevin Collier Kevin Collier Colleague at Mmbb Financial ServicesNew York, New York, United States, United States View →
2 education records

Colin Nass, Cfp®, Ricp®, Aep®, Wmcp™ education

FAQ

Frequently asked questions about Colin Nass, Cfp®, Ricp®, Aep®, Wmcp™

Quick answers generated from the profile data available on this page.

What company does Colin Nass, Cfp®, Ricp®, Aep®, Wmcp™ work for?

Colin Nass, Cfp®, Ricp®, Aep®, Wmcp™ works for MMBB Financial Services.

What is Colin Nass, Cfp®, Ricp®, Aep®, Wmcp™'s role at MMBB Financial Services?

Colin Nass, Cfp®, Ricp®, Aep®, Wmcp™ is listed as Director, Financial Planning at MMBB Financial Services.

What is Colin Nass, Cfp®, Ricp®, Aep®, Wmcp™'s email address?

AeroLeads has found 2 work email signals at @mmbb.org for Colin Nass, Cfp®, Ricp®, Aep®, Wmcp™ at MMBB Financial Services.

What is Colin Nass, Cfp®, Ricp®, Aep®, Wmcp™'s phone number?

AeroLeads has found 2 phone signal(s) with area code 609, 800 for Colin Nass, Cfp®, Ricp®, Aep®, Wmcp™ at MMBB Financial Services.

Where is Colin Nass, Cfp®, Ricp®, Aep®, Wmcp™ based?

Colin Nass, Cfp®, Ricp®, Aep®, Wmcp™ is based in New York City Metropolitan Area, United States, United States while working with MMBB Financial Services.

What companies has Colin Nass, Cfp®, Ricp®, Aep®, Wmcp™ worked for?

Colin Nass, Cfp®, Ricp®, Aep®, Wmcp™ has worked for Mmbb Financial Services, Lenox Advisors, Deutsche Bank, and Bank Of America Merrill Lynch.

Who are Colin Nass, Cfp®, Ricp®, Aep®, Wmcp™'s colleagues at MMBB Financial Services?

Colin Nass, Cfp®, Ricp®, Aep®, Wmcp™'s colleagues at MMBB Financial Services include Laila Salgado, Lettitia P., Perry Hopper, Rodrigo Morales, and Holly Vincent Bean.

How can I contact Colin Nass, Cfp®, Ricp®, Aep®, Wmcp™?

You can use AeroLeads to view verified contact signals for Colin Nass, Cfp®, Ricp®, Aep®, Wmcp™ at MMBB Financial Services, including work email, phone, and LinkedIn data when available.

What schools did Colin Nass, Cfp®, Ricp®, Aep®, Wmcp™ attend?

Colin Nass, Cfp®, Ricp®, Aep®, Wmcp™ holds Master Of International Management, International Business from Baylor University - Hankamer School Of Business.

What skills is Colin Nass, Cfp®, Ricp®, Aep®, Wmcp™ known for?

Colin Nass, Cfp®, Ricp®, Aep®, Wmcp™ is listed with skills including Certified Financial Planner, Cfp, Personal Financial Planning, Estate Planning, Equities, Retirement Planning, Asset Management, and Portfolio Management.

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