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K. C

Series 65

Athens, GA

Collins/Moody Financial Services, L.L.C.

K. Collins is a Series 65-licensed advisor with Collins/Moody Financial Services, L.L.C. in Athens, GA, bringing 22 years of industry experience. He has been with Collins/Moody Financial Services since 2001 and has worked at the affiliated accounting firm Collins/Moody & Company, PC since 1980. Collins’s background includes significant involvement in accounting and tax work through his CPA role. Collins/Moody Financial Services, LLC provides investment advisory and portfolio management services to individuals, high-net-worth clients, nonprofits, and retirement plans. The firm emphasizes long-term asset allocation based on Modern Portfolio Theory, utilizing passive asset-class mutual funds and model portfolios through Savant Wealth Management while maintaining oversight of trade execution and portfolio administration.

Wealth management Passive / index investing Retirement plans for business owners (SEP, solo 401k) Life insurance needs analysis
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