Cfp® Colin Nass Ricp®, Aep®, Wmcp™

Colin Nass has a diverse work experience spanning over 20 years. Colin began their career at Bank of America Merrill Lynch in 1996 as a Relationship Manager/Director, where they worked until 2011. After this, they joined Deutsche Bank as a Sales Manager/Director from 2012 to 2014. During this time, they gained valuable skills and knowledge in sales and management. In 2014, Colin joined Lenox Advisors as a Financial Planner/Vice President, focusing on high net worth clients and providing comprehensive financial planning services. Finally, in 2016, they transitioned to MMBB Financial Services as a Director of Financial Planning, managing a team of CFP® and providing financial planning to key clients. Colin's work experience reflects their expertise in financial planning, wealth management, sales, and relationship management.

Colin Nass, CFP®, RICP®, AEP®, WMCP™, holds a Master of International Management degree from Baylor University - Hankamer School of Business, specializing in International Business. Colin also earned a Bachelor of Science degree in Optics from the University of Rochester.

In addition to their formal education, Colin has obtained several certifications to enhance their expertise in financial planning and estate management. Colin obtained the Certified Financial Planner™ (CFP®) designation from the CFP Board in July 2005. Furthermore, they earned the Retirement Income Certified Professional® (RICP®) certification from The American College of Financial Services in February 2016. Colin also holds the ACCREDITED ESTATE PLANNER® (AEP®) designation from the National Association of Estate Planners & Councils, which they obtained in April 2017. Finally, they have attained the Wealth Management Certified Professional™ (WMCP™) certification, though the institution and year of achievement for this certification are not specified in the provided information.