Behind every great firm are outstanding individuals. The team at Atlas is made up of a dynamic group of individuals – each with their own unique story and journey. We believe in celebrating and fostering the diverse and rich set of interests and skills of our team members so that collectively, we can bring that same commitment to our clients as they pursue their goals and passions.
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Senior Wealth Advisor
800-432-7447 ext. 129
Kollin Allard is a Senior Vice President and Wealth Management Advisor with Atlas Private Wealth Management. He joined Atlas’s advisor team in 2011.
In his role, Kollin helps the individuals and families he works with pursue their financial and life goals. By diving deep into each client’s financial situation, Kollin provides a comprehensive financial plan and guidance on how to navigate the uncertainties that may arise. His approach focuses on retirement income & tax strategies, investment management, risk management, as well as estate planning.
Kollin earned his Bachelor of Science Degree in Economics and Business Management from Westfield State University. In addition to being a CERTIFIED FINANCIAL PLANNERTM, Kollin holds the Chartered Retirement Planning Counselor SM (CRPC®) and Sports & Entertainment Accredited Wealth Management Advisor SM (SE-AWMASM) designations.
Residing in the Berkshires (MA), Kollin is passionate about giving back to his community and has frequently volunteered with local programs. When he is not assisting clients, Kollin enjoys golfing, playing basketball, and spending time with family.
CFP®– Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
CHARTERED RETIREMENT PLANNING COUNSELOR SM, CRPC®, Sports & Entertainment Accredited Wealth Management Advisor SM, and SE-AWMA SM are trademarks or registered service marks of the College for Financial Planning in the United States and/or other countries.
Join us for a one-hour seminar covering common mistakes to avoid and simple strategies to leverage as you enter retirement.
We will be covering key points from the tax reform law and its implications for individual investors and business owners.
