Liam Collins | Planning Analyst

Liam Collins holds the title of Planning Analyst. He works with clients to provide a holistic analysis of financial status, identify short-term and long-term financial goals, and then develop a detailed strategy to accomplish the client’s financial objectives.

He holds Series 7 and 66 securities licenses and is a graduate of Baylor University where he earned his bachelor’s degree in finance. Liam was born and raised in San Antonio, Texas and is a native Spanish speaker.

Outside of work, he enjoys the NYC chess scene, biking, and cooking.