Collier Wealth Management, Inc. Employee Directory

Financial ServicesTennessee, United States2-10 Employees

At Collier Wealth Management, our mission is to help our ideal clients get their entire financial house in order and keep it that way...forever.

Securities and Advisory services offered through LPL Financial, a registered investment advisor. Member SIPC (sipc.org).

The financial professionals associated with Collier Wealth Management, Inc. may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. 

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

Find Collier Wealth Management, Inc. employees' phone numbers or email addresses

Collier Wealth Management, Inc. Global Highlights

Location
Employees

North America
8

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  • United States Of America
    8

Collier Wealth Management, Inc.'s Leadership

  • Stylized image of a person
    S. M.
    Director, Client Relations
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  • Stylized image of a person
    L. T.
    Client Services Manager For The Management Team
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  • Stylized image of a person
    B. B.
    Wealth Advisor At Collier Wealth Management, Inc
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  • Stylized image of a person
    G. N.
    Financial Advisor
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  • Stylized image of a person
    L. H.
    Agent
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  • Stylized image of a person
    N. C.
    Financial Advisor
    Phone icon

Contact profiles from Collier Wealth Management, Inc.

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    S. M.
    Director, Client Relations
    Phone icon
    Oct 16, 2024
  • Stylized image of a person
    L. T.
    Client Services Manager For The Management Team
    Phone icon
    United StatesTennessee
    Jul 31, 2025
  • Stylized image of a person
    B. B.
    Wealth Advisor At Collier Wealth Management, Inc
    Phone icon
    United StatesTennessee
    Oct 27, 2025
  • Stylized image of a person
    G. N.
    Financial Advisor
    Phone icon
    United StatesTennessee
    Nov 14, 2025
  • Stylized image of a person
    L. H.
    Agent
    Phone icon
    Oct 23, 2024
  • Stylized image of a person
    N. C.
    Financial Advisor
    Phone icon
    United StatesTennessee
    Aug 01, 2024

Frequently Asked Questions

What is Collier Wealth Management, Inc. known for?

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Collier Wealth Management, Inc. was founded in 2004 operates in the Financial Services industry; you can contact the main corporate office by phone at . Explore Collier Wealth Management, Inc.'s company overview page for more information.

What is Collier Wealth Management, Inc.'s most common email format?

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Collier Wealth Management, Inc. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Collier Wealth Management, Inc. email formats with LeadIQ.

How many employees does Collier Wealth Management, Inc. have currently?

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Collier Wealth Management, Inc. has approximately 5 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Collier Wealth Management, Inc.'s key employees and leadership?

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As of December 2025, Collier Wealth Management, Inc.'s key employees include:

  • Director, Client Relations: S. M.
  • Client Services Manager For The Management Team: L. T.
  • Wealth Advisor At Collier Wealth Management, Inc: B. B.
  • Financial Advisor: G. N.
  • Agent: L. H.

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