James Collins, CFP^®

James Collins, VP, Ion Bank and Osaic Institutions Financial Advisor, is a Certified Financial Planner with over 18 years of experience. As a CFP, Jim acts as a fiduciary in helping families construct robust wealth-building strategies, ensuring a comfortable retirement, and creating a legacy for their loved ones.

Jim earned his bachelor’s degree in finance from the University of Connecticut and currently holds his Series 7 and 65 registrations and Life and Health insurance licenses. Jim lives in Bristol, CT with his wife Natalie and their two children. Beyond his commitment to the world of finance, Jim is an ardent golfer and a dedicated coach for his children's sports.