Steve Collins
the vision
Introduction
For over 20 years, Steve has worked with his clients to strengthen their finances and help foster a better understanding of their financial situation. He prides himself on being able to take complicated financial matters and simplify them into easy-to-understand concepts.
Steve has built a strong client base of local police and fire fighters. The son of a retired Montgomery County police officer, Steve knows firsthand the many financial decisions facing local first responders today. He has spent the last 20 years learning about their workplace benefits and serving their financial needs.
Our method of helping clients reach their goals:
Organize, Strategize, Maximize
Your finances can be organized, strategized and maximized, and the process can be simple, neat, rewarding, and fulfilling. Let our team of fiduciary financial planners help you Organize, Strategize, Maximize™ your financial life.
Organize, Strategize, Maximize
Overview And Experience
As a lifelong resident of Maryland, Steve grew up in Olney and now resides with his wife and 4 sons in Western Howard County. He has a finance degree from the Robert H. Smith School of Business at the University of Maryland. In his spare time, he enjoys spending time with his family, traveling, and coaching his sons’ sports teams.
Steve Collins is an Investment Adviser Representative with Kestra Investment Services, LLC. He first joined the financial services industry in a support role in 2000. He passed the Series 7 exam in 2003 and remained in a support role through 2008. He has been working directly with clients as a Financial Advisor since 2009. In addition to the Series 66 and Series 7 licenses, Steve also holds life, health, and long-term care insurance licenses.
“I believe that you can never communicate too much. A client wants someone to understand where they are today and where they want to be in the future. As your life changes, you need someone who knows you and can provide personalized advice. Someone to help navigate the financial decisions and complexities of life. My clients take comfort in knowing their financial advisor is always just a phone call away. Communication is paramount”
Let our team of fiduciary financial planners help you Organize, Strategize, Maximize your financial life.
over 30 years of experience