Chris Collins, Cfa, Cfp®, Cws®

Chris Collins, Cfa, Cfp®, Cws® Email and Phone Number

Sr. Wealth Advisor - Schwab Wealth Advisory™ @ Charles Schwab
San Francisco
Chris Collins, Cfa, Cfp®, Cws®'s Location
Greater Indianapolis, United States, United States
About Chris Collins, Cfa, Cfp®, Cws®

As a Schwab Sr. Wealth Advisor, it’s my job to help you create a better financial life. I will collaborate with you to help build a plan defined by your goals. I am committed to providing advice unique to your situation that is clear, relevant, and actionable, and I’ll work hard to find solutions and strategies that are right for you. I can assist you with: • Wealth management• Investing• Portfolio analysis• College planning • And moreAnd you’ll benefit from Schwab’s modern approach to wealth management – one that is all about transparency, value, and helping you take ownership of your finances. The best results come from being fully engaged: Let’s work together to make a difference in your financial future. To start the conversation, call me at 877-266-7296 or email me at: Christopher.Collins@schwab.com.

Chris Collins, Cfa, Cfp®, Cws®'s Current Company Details
Charles Schwab

Charles Schwab

View
Sr. Wealth Advisor - Schwab Wealth Advisory™
San Francisco
Website:
schwab.com
Company phone:
800-435-4000
Chris Collins, Cfa, Cfp®, Cws® Work Experience Details
  • Charles Schwab
    Sr. Wealth Advisor - Schwab Wealth Advisory™
    Charles Schwab Jul 2019 - Present
    Westlake, Texas, Us
    Please read the Schwab Wealth Advisory™ and the Schwab Wealth Advisory, Inc. Disclosure Brochures for information and disclosures about this service. Portfolio management provided by Schwab Wealth Advisory, Inc., a Registered Investment Advisor and affiliate of Charles Schwab & Co., Inc. (Schwab). The Wealth Advisor, Associate Wealth Advisor, and other representatives making investment recommendations in your Schwab Wealth Advisory accounts are employees of Schwab Wealth Advisory, Inc. The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc.This profile is designed for U.S. residents. Non-U.S. residents are subject to country-specific restrictions. Learn more about our services for non-U.S. residents.For additional information and disclosure please visit: http://www.aboutschwab.com/social-media-at-schwab.BROKERAGE PRODUCTS: NOT FDIC INSURED • NO BANK GUARANTEE • MAY LOSE VALUE
  • Charles Schwab
    Private Client Advisor- Schwab Private Client Investment Advisory, Inc.
    Charles Schwab Apr 2017 - Jun 2019
    Westlake, Texas, Us
  • Jpmorgan Chase & Co.
    Private Client Banker
    Jpmorgan Chase & Co. Oct 2016 - Apr 2017
    New York, Ny, Us
  • Morgan Stanley
    Private Banker
    Morgan Stanley Sep 2015 - Oct 2016
    New York, Ny, Us
  • Morgan Stanley
    Associate Private Banker
    Morgan Stanley Jan 2014 - Sep 2015
    New York, Ny, Us
  • Morgan Stanley
    Senior Registered Associate
    Morgan Stanley Aug 2013 - Dec 2013
    New York, Ny, Us
  • William Blair And Company
    Financial Advisor
    William Blair And Company Aug 2011 - Mar 2013
    Chicago, Il, Us
  • Jpmorgan Chase & Co.
    Investment Advisor
    Jpmorgan Chase & Co. Feb 2009 - Jul 2011
    New York, Ny, Us
  • J.P. Morgan
    Senior Portfolio Analyst
    J.P. Morgan Jul 2007 - Feb 2009
    New York, Ny, Us
  • Northern Trust
    Investment Associate
    Northern Trust Aug 2004 - Jul 2007
    Chicago, Illinois, Us

Chris Collins, Cfa, Cfp®, Cws® Education Details

  • Indiana University Bloomington
    Indiana University Bloomington
    Finance And Sport Marketing & Management

Frequently Asked Questions about Chris Collins, Cfa, Cfp®, Cws®

What company does Chris Collins, Cfa, Cfp®, Cws® work for?

Chris Collins, Cfa, Cfp®, Cws® works for Charles Schwab

What is Chris Collins, Cfa, Cfp®, Cws®'s role at the current company?

Chris Collins, Cfa, Cfp®, Cws®'s current role is Sr. Wealth Advisor - Schwab Wealth Advisory™.

What schools did Chris Collins, Cfa, Cfp®, Cws® attend?

Chris Collins, Cfa, Cfp®, Cws® attended Indiana University Bloomington.

Who are Chris Collins, Cfa, Cfp®, Cws®'s colleagues?

Chris Collins, Cfa, Cfp®, Cws®'s colleagues are Richard Gunter, Bailey (Wilhelm) Shrago, Poojitha G, Andre Merlino, Kasey Dawson, Rachel Burkley, Mike Giallanza.

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