Colin is an Assistant Vice President, Financial Advisor in Red Bank, NJ. After beginning his career as a Financial Advisor in 2018, he transitioned his practice to Merrill in 2023. Born and raised in Monmouth County, he is truly a local.
Teamwork is a cornerstone of his approach to working with clients and their families. Today, he enjoys collaborating with dedicated specialists throughout Bank of America and Merrill to offer clients multiple perspectives, identify gaps and efficiencies with their wealth management, and develop customized strategies to help streamline and address the complexities of their financial lives. He works with corporate executives, business owners, and families to help grow and structure their wealth.
Colin earned his bachelor’s degree from Rutgers, The State University of New Jersey in May of 2018. A first-generation college graduate, he worked full time all four years of college to self-fund his education. As important as the intellectual strength and knowledge that this represents, the depth and breadth of his real-world experience helps Colin address numerous areas in clients’ financial lives.
He and his partner, Carly, reside in Monmouth County not far from the Red Bank office. They welcomed their first child, Jack, into the world in August of 2023.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.