Will McMannis, CFP®
Vice President, Financial Planning
The people and the process. In my opinion, most firms are all about the investments and Collier is all about the retirement experience. Having a financial plan and a purpose behind every decision a client makes is central to our beliefs. On the street you’ll be talking with firms about “making more money” and with Collier, you’ll be talking about how you accomplish your dream vacation to Tahiti. We invest for the specific and unique purposes of each client.
Are there degrees, awards, accolades or experience you’d like to highlight?
I’m a Certified Financial Planner with a Bachelor’s of Science in Business Management and I’m currently working towards my Chartered Financial Analyst designation.
These views may not be representative of the views of the other clients and are not indicative of future performance or success.