Nathan Collins
Raymond James
Westport, Connecticut
Contact
How to contact
email
Professional Profile
Call Me When
your client needs tax, estate and financial planning from a wealth manager who has actual experience selling a company for mid-eight figures.
Professions
Wealth Manager
Functional Expertise
Estate planning
Investments
Retirement
Risk management
Exit/Transition Planning
Business Focus
business owners anticipating a transaction
Professional Certification
CEPA
Client Industries
Agriculture/Mining
Business Services
Computer/Electronics
Consumer Services
Education
Energy/Utilities
Financial Services
Health/Pharma/Biotech
Manufacturing
Media and Entertainment
Real Estate/Construction
Retail
Software/Internet
Telecommunications
Transportation/Storage
Travel/Recreation/Leisure
Wholesale/Distribution
Chapter information
Membership
Connecticut + Tri-State Individual
Member since
Member for 2 years
Chapter Leadership Role
Membership Co-Chair
Why I'm a Member of XPX
I want to work with others who honor the ethos of referral partnerships.
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