Scott Collins
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Scott Collins Email & Phone Number

Financial Representative at Consolidated Planning, Inc.
Location: Charlotte Metro, United States 6 work roles 2 schools
1 work email found @cplanning.com 7 phones found area 704, 803, and 804 LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 86%

Contact Signals · 1 work email · 7 phones

Work email s****@cplanning.com
Direct phone (704) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Role
Financial Representative
Location
Charlotte Metro, United States
Company size

Who is Scott Collins? Overview

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Quick answer

Scott Collins is listed as Financial Representative at Consolidated Planning, Inc., a with 195 employees, based in Charlotte Metro, United States. AeroLeads shows a work email signal at cplanning.com, phone signal with area code 704, 803, 804, and a matched LinkedIn profile for Scott Collins.

Scott Collins previously worked as Wealth Advisor at Blackbridge Financial and Financial Advisor at Edward Jones. Scott Collins holds Bachelor'S Degree, Psychology from Virginia Commonwealth University.

Company email context

Email format at Consolidated Planning, Inc.

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{first}.{last}@cplanning.com
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AeroLeads found 1 current-domain work email signal for Scott Collins. Compare company email patterns before reaching out.

Profile bio

About Scott Collins

/COMPLIANCE:2024-5000/

Current workplace

Scott Collins's current company

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Consolidated Planning, Inc.
Consolidated Planning, Inc.
Financial Representative
united states
Website
Employees
195
AeroLeads page
6 roles

Scott Collins work experience

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

Financial Representative

Current

Charlotte, North Carolina, United States

Proudly assisting clients with planning, protecting, and investing services. At Consolidating Planning, we take a consultative approach, to truly understand needs and goals. Only then will we formulate an action plan.Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Consolidated Planning, Inc. is not an affiliate or subsidiary of PAS or Guardian. This material is intended for general use. By providing this content The Guardian Life Insurance Company of America, Park Avenue Securities LLC, affiliates and/or subsidiaries, and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services and make no representation as to the completeness, suitability, or quality thereof.

Sep 2022 - Present

Wealth Advisor

Charlotte, North Carolina Area & Fort Mill, South Carolina

From early adulthood, I have had a passion for investing. I have 33 years of personal investment experience, the last four professionally with Edward Jones here in the Carolinas. I currently hold the FINRA Series 7 with LPL Financial and the FINRA Series 66 with both LPL Financial and Independent Advisor Alliance. Joining Blackbridge Financial gives my clients the advantage of a local firm offering access to a vast inventory of investment products.After assisting my parents with their retirement investing, as well as income distribution, I knew this was my career of choice.I enjoy sharing the various strategies to map out the journey to clients end goals. This often is a simple review of current situation including income, assets and debt. Other times it can be a more comprehensive plan with the goal of building wealth and providing strategies aimed at providing retirement income.My goal is simple: to hear your life goals, document them and assist you to appropriately implement them. On a personal note:Scott has resided in Fort Mill, SC for the last 21 years, and has two beautiful children (Madelyn – 17, and Jack –14). Prior to this, as native of Richmond, Virginia, he obtained an Associates of Science in Education and a Bachelor’s of Science in Psychology from VCU. Securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to "contact info' section above. Investment advice offered through Independent Advisor Alliance, a registered investment advisor. Independent Advisor Alliance and Blackbridge Financial are separate entities from LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents with the following states: NC. SC. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

Dec 2014 - Sep 2022

Financial Advisor

Edward Jones

Charlotte, North Carolina Area

Helped those of ALL income brackets prepare for the future. I am experienced and proficient in educating my clients about Stocks, Bonds, Mutual Funds, annuities, REIT's, EUT's, UIT's, SPIA's LIRP's, as well as life, disability, and LTC insurance products.

Oct 2010 - Nov 2014

Fleet Sales Manager

Charlotte, North Carolina Area

inventory control, coordinate delivery, complete documents timely, monitor in bound allocation

Feb 2002 - Aug 2010

Outside Industrial Sales

Jm Fry Printing Inks
Jun 1995 - Jan 2002

Manager / Instructor

Southen Music Center

Richmond, Virginia Area

sales/contracts, collections, lessons, deliveries, repairs, customer service.coordinating musical clinics and seminars.

Jun 1986 - Jun 1995
Team & coworkers

Colleagues at Consolidated Planning, Inc.

Other employees you can reach at cplanning.com. View company contacts for 195 employees →

2 education records

Scott Collins education

Bachelor'S Degree, Psychology

Virginia Commonwealth University

Activities and Societies: Tau Epsilon Phi

Associate Of Science (A.S.), Education

J. Sergeant Reynolds Community College

Activities and Societies: bartending course complete and certified.

FAQ

Frequently asked questions about Scott Collins

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

What company does Scott Collins work for?

Scott Collins works for Consolidated Planning, Inc..

What is Scott Collins's role at Consolidated Planning, Inc.?

Scott Collins is listed as Financial Representative at Consolidated Planning, Inc..

What is Scott Collins's email address?

AeroLeads has found 1 work email signal at @cplanning.com for Scott Collins at Consolidated Planning, Inc..

What is Scott Collins's phone number?

AeroLeads has found 7 phone signal(s) with area code 704, 803, 804 for Scott Collins at Consolidated Planning, Inc..

Where is Scott Collins based?

Scott Collins is based in Charlotte Metro, United States while working with Consolidated Planning, Inc..

What companies has Scott Collins worked for?

Scott Collins has worked for Consolidated Planning, Inc., Blackbridge Financial, Edward Jones, Hendrick, and Jm Fry Printing Inks.

Who are Scott Collins's colleagues at Consolidated Planning, Inc.?

Scott Collins's colleagues at Consolidated Planning, Inc. include Roy Pinckney, Matthew Ammons, Colton Mendenhall, Bo Cauble, and Finley Woodward.

How can I contact Scott Collins?

You can use AeroLeads to view verified contact signals for Scott Collins at Consolidated Planning, Inc., including work email, phone, and LinkedIn data when available.

What schools did Scott Collins attend?

Scott Collins holds Bachelor'S Degree, Psychology from Virginia Commonwealth University.

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