Jim began his career in the financial services industry in 1983. In 2006, he helped establish Security Financial, LLC and Collins Wealth Management, Inc. He specializes in the area of retirement plans for individuals and corporations and has developed a host of programs to address their current and future financial needs. During his 28 years of financial experience, Jim has also become an expert in Estate Planning and Wealth Preservation.
Collins Wealth Management Inc. - Boca Raton, FL - Jun 2008 - Current
Geneos Wealth Management Inc. - Boca Raton, FL - Jul 200 - Current
Prime Capital Services, Inc. - Ronkonkoma, NY - Aug 1990 - Jul 2006