Collier Financial
Founded in 1990, Collier Financial is a full service investment advisory firm that educates clients on how to create, preserve, and share wealth. Our local family owned company has developed relationships and trust with thousands of individuals. We are an independent firm that is not captive to a broker dealer or corporate agenda. We work for you and no one else. With our team of Investment Adviser Representatives who operate under a fiduciary standard of care for our Clients, and an administrative staff diligently working on your behalf, you will always feel like you are a part of something that makes a difference in your life. Call or email today to request an appointment with a Collier Financial advisor.
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Verified contacts
9
available on Kipplo
LinkedIn employees
17
11 to 50 range
Open roles
—
no listings
Distinct roles
9
indexed titles
Tech stack
0
tools in use
Monthly traffic
—
organic / mo
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Decision-makers and verified team members
9 contacts with verified email or phone · masked until revealed.
- JC
Jonah Collier
Vice President · General Business & Management
EmailPhone - DK
David Krupka
Executive Relationship Advisor · Other
EmailPhone - JB
Jasmine Butche
Event Coordinator · Operations
EmailPhone - JT
Jill Twining
Insurance Agent Specializing in Medicare · Sales & Business Development
EmailPhone - JM
Jonathan Mattis
Associate Advisor · Finance & Accounting
EmailPhone - RW
Rob Watson
Chief Operating Officer · General Business & Management
EmailPhone - LR
Lucas Rhodes
Client Service Associate · Customer/Client Service
EmailPhone - BC
Benjamin Collier
President · General Business & Management
EmailPhone
Showing 8 of 9 verified contacts
Top roles at Collier Financial
9 distinct titles indexed · top 9 shown.
- 1administrative assistant
- 1associate advisor
- 1chief operating officer
- 1client service associate
- 1event coordinator
- 1executive relationship advisor
- 1insurance agent specializing in medicare
- 1president
- 1vice president
Sign up to unlock all 9 contacts at Collier Financial
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