Several years ago, I chose to pursue a career specializing in providing comprehensive financial advice and portfolio management strategies incorporating the highest level of personal service and professional integrity. In each case, clients seek my advice to develop strategies for providing current or future income streams for themselves and their families. My mission is to provide tailored investment solutions to my clients so that they can focus their time and energy on personal and family goals.I earned my undergraduate degree from Dartmouth College and a Master of Business Administration from Columbia University. I hold the Series 7 and 66 registrations along with the AAMS designation. My wife and I have three daughters and reside in Burlington, CT.Please visit my website at http://www.collinseberlewm.com for information about my practice and the services I provide to my clients. I am currently accepting new clients and appreciate your referrals.Opinions and comments expressed by LinkedIn Members are those of the persons submitting them and do not necessarily represent our views. This information in intended for use by residents of AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IN, MA, MD, ME, MN, MO, NC, NH, NJ, NY, OR, PA, RI, SC, TX, VA, VT
Listed skills include Investments, Team Building, Financial Advisory, Retirement, and 6 others.