To Our Clients,
Collins Investment Group (CIG) has been working very hard behind the scenes to help make sure that our transition is as smooth as possible for our clients. We are very confident of a successful merger with XML Financial a Focus Financial Partner Company, and look forward to the opportunity this will provide for us to continue growing our relationships with you, our clients. We believe this merger will allow CIG teammates get better at their game for the long-term which will allow for an even better client experience.
Here are some important things to keep in mind for our upcoming transition:
Although we will be a division of XML Financial, our phone number, email and location will not be changing anytime soon.
Collins Investment Group
One Democracy Center
6901 Rockledge Drive, Suite 730
Bethesda, MD 20817
|Robert Collins, Co-CIO, Managing Director|
|Jordan VanOort, CFA®, CFP®, CPWA®, Senior Wealth Advisor|
|Kristian Price, Director of Client Experience|
|Andrew Villafranca, CFP®, Wealth Advisor|
|Stephen Clagett, Director of Branch Operations|
|Florence Bird, Client Service Associate|
|David Clark, Senior Wealth Advisor|
|Meredith Wade, CRPC®, Client Service Associate|
Access Online will have a change of website location. Upon our transition date, the best way to access this site will be: collinsinvestmentgroup.com/login. You will be re-directed to the login portal from there. In our opening weeks after the transition, we will be dedicating much of our time to ensuring you are able to get setup. We will also have associates from First Clearing in our office to assist in this process.
Due to pandemic constraints, we have been limited in our ability to add a teammate that would help fill the role that Sally Mullen previously held. We are happy to say that in September we will finally be adding a new teammate to the CIG team that has a similar skill set that Sally had. Stay tuned!
Starting in September, your current command checkbooks will no longer work. There will be a 30 day grace period given by Wells Fargo Advisors if a check is presented, but we would encourage you not to continue using your book if possible. The Advantage program will replace Brokerage Cash Services in which you will also receive a new checkbook. If you have any questions please call Flo Bird who is the CIG “banker” on the team.
On August 24, Forbes Magazine ranked Robert Collins, Managing Director, of CIG in the Top 250 Wealth Advisors in the country. This is the second year in row in which Forbes/Shook has recognized Bob. The Forbes recognition is very gratifying for our team, and a great motivator knowing that our dedication to a client first approach is so important. With that in mind, none of this would be possible without your continued trust and valued relationship with our team. For that, we send our sincerest “thank you” to all of our clients throughout the country.*
We know there is a lot upcoming, but please let us know if you have any questions related to the merger or your investment portfolios.
– The CIG Team