Colin’s commitment to providing financial strategies on a comprehensive basis stems from his own personal experience of observing his friends and family navigate financial challenges without a preexisting plan. After graduating with a Finance degree at Nichols College, he worked as a broker at Merrill Lynch where he began to master the intricacies of the investment market. After gaining a wealth of knowledge during his day-to-day operations, Colin transitioned to Prudential where he had the opportunity to gain experience on the protection side of his client’s financial picture. Driven by his dedication for a comprehensive approach as a Financial Advisor, Colin joined Capital Financial Strategies, a firm that prioritizes educating individuals while implementing personalized strategies for each family they work with.
When Colin is not in the office, he is usually out at the local dog park with his fiancé Becca and puppy Luna or spending time with his family on their boat.
Business Philosophy
Colin and his team strive to help families as well as small business owners establish and implement a tailored financial strategy. Through education and a personalized approach, Colin helps empower his clients with knowledge, tools, and guidance necessary to pursue their financial goals. It is the individual financial strategies that separate Colin, his team, and Capital Financial Strategies.
Education
Finance, B.S. Degree: Nichols College
Community
Live’s in Jacksonville, Florida
4th generation Freemason