Collin Bode

Collin Bode Email and Phone Number

Wealth Advisor | Helping People Build, Manage, and Give Wealth | Provident Wealth @ Provident Wealth
Collin Bode's Location
Greenville, South Carolina, United States, United States
Collin Bode's Contact Details

Collin Bode work email

Collin Bode personal email

n/a
About Collin Bode

I am looking to solve your financial problems.If you're nearing retirement, a high-income earner needing creative investment solutions, someone over-concentrated in company stock, or looking for a new financial advisor, I'm here to help.I am a financial advisor in downtown Greenville, South Carolina. My goal is to meet and help people solve their financial issues. I hope to serve my clients with the best resources and experience. My goal is to be a constant source of help to my clients and be in continual contact to ensure finances don't get in the way of life. I started my journey in the financial industry by filling out hundreds of tax returns at a local tax office branch. I have been able to use these skills to help serve clients by providing tax-efficient ways to grow, manage, and give their wealth. At Provident Wealth, we provide a holistic approach to people's financial plans. We look to encompass all aspects of finances into one service. If you have a financial question or problem I would love to connect and see how I can solve it.Securities offered through LPL Financial. Member FINRA/SIPC. Advisory services offered through NewEdge Advisors, LLC, a registered investment adviser. NewEdge Advisors, LLC and Provident Wealth are separate entities from LPL Financial.NewEdge Advisors, LLC (“NewEdge Advisors”) is a registered investment advisor. The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. This website is solely for information purposes. Past Performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by NewEdge Advisors unless a client service agreement is in place.The content of this website is developed from resources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult your legal or tax professionals for specific information regarding our individual situation. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security.

Collin Bode's Current Company Details
Provident Wealth

Provident Wealth

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Wealth Advisor | Helping People Build, Manage, and Give Wealth | Provident Wealth
Collin Bode Work Experience Details
  • Provident Wealth
    Wealth Advisor
    Provident Wealth Aug 2023 - Present
    Greenville, South Carolina, United States
    As a Client Relationship Manager I provide unique and innovative solutions to solving problems with Financial Planning. I work closely with clients and help provide the best service when seeking for Financial Wealth Management.
  • Collin Bode Photography
    Photographer
    Collin Bode Photography May 2018 - Aug 2023
    Lancaster, Ohio, United States
    This is a business I started myself in high school. I have grown my business tremendously through many network connections. I have also managed all the finances for the business, not having to outsource anything. This is a hobby that turned into a profitable part-time business. I specialize in portrait and wedding photography.
  • Block Advisors
    Tax Preparer Assistant
    Block Advisors Oct 2022 - May 2023
    Greenville, South Carolina, United States
    Block Advisors from H&R Block provide tax preparatory services for more complicated tax returns like small businesses, S Corporations, C corporations, and individual tax returns. As a tax preparer assistant I assist in doing the predatory work of entering W2 information and other information clients has regarding their taxes. I also help schedule, interview, and follow up with clients to provide a quality experience for clients. I focus on providing clients with an incredible and seamless experience when having their tax preparation done with Block Advisors. I have received my 2023 PTIN as well as several hours of training for tax preparation as well.
  • Amazon
    Amazon Area Manager Intern
    Amazon May 2022 - Jul 2022
    Columbus, Ohio, United States
    The Amazon internship as an area manager gives a hands-on approach to learning the management skills developed in the classroom. Amazon provides one of the most competitive management internships in the country and gives students an in-depth look at real-life management. The internship consists of associate training, weekly 1:1 meetings to discuss improvement, internship projects, networking, and mentorship from the whole Amazon center's team. The internship is designed to help give a realistic job preview and improve the students skills in the area of business. During this internship I was able to take ownership of running certain departments which included staffing, capacity, and labor planning. My internship project involved redesigning a certain area and process within the warehouse. I connected with other Amazon sites for design ideas before implementing into the CMH2 warehouse. The total impact included huge improvements to safety, quality, and efficiency within the warehouse. The total financial impact from my project was over $780,000 with $730,000 being yearly labor cost savings.
  • Aldi Usa
    Retail Associate
    Aldi Usa Jan 2021 - Mar 2022
    Greenville, South Carolina, United States
    In the role of the store associate, I have been given bigger responsibilities than the average Aldi worker. I am in direct contact with the district manager of both North Carolina and South Carolina on traveling to stores in the surrounding area because I have been recognized as a highly effective employee. I am in charge of training new employees in the different job assignments in the store.
  • Amazon
    Warehouse Associate
    Amazon Jun 2021 - Aug 2021
    Etna, Ohio, United States
    As a warehouse associate, I was tasked with helping the operations of distributing Amazon packages from the semi-trucks to the delivery vans. I was trained quickly on more important roles within the operations such as induction, sorting, and water-spidering. This job was very labor intensive and helped develop strong communication and help focus on workplace safety and efficiency.
  • Meijer
    Supervisor
    Meijer Jan 2020 - Jun 2021
    Lancaster, Ohio, United States
    In the role of the floor supervisor, I was in charge of managing up to twenty employees at one time throughout my shift. My management consisted of scheduling, job assignments, audits, customer relations, and special projects. Special projects consisted of employee morale improvements to store operation projects. I was in direct communication with store managers and the store owner addressing employee concerns and customer relations.

Collin Bode Education Details

Frequently Asked Questions about Collin Bode

What company does Collin Bode work for?

Collin Bode works for Provident Wealth

What is Collin Bode's role at the current company?

Collin Bode's current role is Wealth Advisor | Helping People Build, Manage, and Give Wealth | Provident Wealth.

What is Collin Bode's email address?

Collin Bode's email address is c.****@****aldi.us

What schools did Collin Bode attend?

Collin Bode attended Bob Jones University, Northside Christian School.

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