Nate Collins

Nate Collins is a Financial Advisor at Raymond James and a Certified Exit Planning Advisor (CEPA). He specializes in providing tailored financial strategies for business owners and their families, focusing on areas such as tax mitigation, estate planning, and family office services. His expertise helps clients understand exit readiness, wealth transfer, and preparing for life after selling a business.

Before joining Raymond James, Nate was a CEO and co-owner of a successful company, which he successfully exited to a private equity-backed media firm. This experience informs his current work, where he assists a limited number of clients to ensure they meet their financial goals effectively.123

Nate's approach involves comprehensive planning and alignment with family goals, making him a valuable resource for business owners navigating complex financial landscapes.124