Brendan Collins Cfp

Brendan Collins, CFP®, currently serves as a Wealth Manager and Relationship Manager at CW Advisors since November 2021. Prior to this role, Brendan worked at UBS as a Wealth Strategy Associate from January 2020 to November 2021, and at Fidelity Investments as a Relationship Manager and Financial Representative from January 2015 to January 2020. Brendan began a career in finance as a Financial Planning Intern at Bay State Financial Services during the summer of 2013, where responsibilities included account data entry. Brendan holds a degree from Babson College, where attendance spanned from 2010 to 2014, and graduated from Boston College High School in 2010.