Client Service Administrator
Current
Jan 2024 - Present
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Sammy Collins Email & Phone Number
Client Service Administrator at Evolve Advisor Group
at
Evolve Advisor Group
LinkedIn matched
✓ Verified Jun 2026
3 data sources
Profile completeness 86%
Current company
Role
Client Service Administrator at Evolve Advisor Group
Location
Orlando, Florida, United States
Company size
Who is Sammy Collins? Overview
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Quick answer
Sammy Collins is listed as Client Service Administrator at Evolve Advisor Group at Evolve Advisor Group, a company with 2 employees, based in Orlando, Florida, United States. AeroLeads shows a matched LinkedIn profile for Sammy Collins.
Sammy Collins previously worked as Client Service Administrator at Evolve Advisor Group and Financial Analyst at Ameriprise Financial Services, Llc. Sammy Collins holds Bachelor Of Business Administration - Bba, Finance, General from Florida State University.
Company email context
Email format at Evolve Advisor Group
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Evolve Advisor Group
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Profile bio
About Sammy Collins
I am currently working as a Client Service Administrator at Evolve Advisor Group. I’m committed to helping clients maximize the earnings on their investments. I graduated from the Florida State University College of Business with a Bachelor's Degree in Finance. When it comes to tools, I'm pretty skilled with Microsoft Excel, and I'm also comfortable using financial planning software like MoneyGuidePro and Naviplan. I've also managed to secure my SIE and Series 7 license.
Current workplace
Sammy Collins's current company
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Evolve Advisor Group
5 roles
Sammy Collins work experience
A career timeline built from the work history available for this profile.
Financial Analyst
Complete money movements, trades and rebalances for high-net-worth clients with over $400 million in assets under management.Responsible for creating and completing comprehensive financial plans for over 200 planning clients.Evaluate portfolio performance for client accounts and work with advisors to make necessary adjustments.
Jun 2022 - Jan 2024
Bartender
Provided exceptional customer service for event guests in a timely mannerKept work area organized, stocked and cleanWorked with groups of 2-5 others to accomplish specific tasks throughout eventsServed between 50-200 guests per event
Oct 2020 - May 2022
Server
Communicated effectively with members and coworkers in a busy environmentLearned to adapt quickly to changes and dealt with unhappy membersServed 200-300 members per week
May 2021 - Jan 2022
Cashier
Provided premier customer service, including greeting customers and answering their questionsReceived payment by cash, check, credit cards, vouchers or automatic debitsIssued receipts, refunds, credits, or change due to customersTrusted to handle between $10,000-15,000 weekly
Apr 2016 - Aug 2020
2 education records
Sammy Collins education
Bachelor Of Business Administration - Bba, Finance, General
Education record
FAQ
Frequently asked questions about Sammy Collins
Quick answers generated from the profile data available on this page.
What company does Sammy Collins work for?
Sammy Collins works for Evolve Advisor Group.
What is Sammy Collins's role at Evolve Advisor Group?
Sammy Collins is listed as Client Service Administrator at Evolve Advisor Group at Evolve Advisor Group.
Where is Sammy Collins based?
Sammy Collins is based in Orlando, Florida, United States while working with Evolve Advisor Group.
What companies has Sammy Collins worked for?
Sammy Collins has worked for Evolve Advisor Group, Ameriprise Financial Services, Llc, On The Rocks Bartending, Interlachen Country Club In Winter Park, Fl, and Publix Super Markets.
Who are Sammy Collins's colleagues at Evolve Advisor Group?
Sammy Collins's colleagues at Evolve Advisor Group include Ryan Evans,Cfp®.
How can I contact Sammy Collins?
You can use AeroLeads to view verified contact signals for Sammy Collins at Evolve Advisor Group, including work email, phone, and LinkedIn data when available.
What schools did Sammy Collins attend?
Sammy Collins holds Bachelor Of Business Administration - Bba, Finance, General from Florida State University.
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