Collin Flathers

Chief Investment Officer, Financial Advisor at SagePoint Financial

Collin Flathers serves as the Chief Investment Officer and Financial Advisor at Flathers Wealth Management and SagePoint Financial since December 2015, offering wealth management and financial planning services and holding Series 7 and Series 66 licenses. Prior experience includes a Financial Advisor role at Morgan Stanley from December 2012 to December 2015, where Collin coordinated investment strategies and managed risk for clients, and a Financial Associate position at Armor Wealth Management from January 2012 to November 2012, focusing on personalized wealth management solutions. Collin Flathers earned a degree from The University of Texas at Austin between 2007 and 2011.

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