Edward Jones - Financial Advisor Bill Collin

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Edward Jones - Financial Advisor Bill Collin We help clients Organize, Build, Protect & Transfer their wealth. Every thing we do - is about you.

We start our process by really listening so we can understand your true needs, as well as those of your family or business. We then create and implement holistic strategies to guide informed financial decisions and help avoid common mistakes. I've furthered my education by earning the Accredited Behavioral Finance Professional™ designation to coach you through the entire process with a smart, facts-first approach. Finally, we can connect with your professional partners to address your tax and estate advice needs to help protect your family's legacy and life's work. Our focus is working with those who, like us, have moved Up North for retirement, but are excited to meet new friends and neighbors from all walks of life. Whether you're just getting started, have already settled in, or simply don't want to leave your money behind at an impersonal 401(k), with a previous or retiring advisor, we'd love to talk to you about being part of our local small business family. The first step is all yours: Drop by for coffee, call, message or email, and we'll take time to discuss your unique situation and "what you want to be when you retire." About me:

I chose Interlochen for my business to join a community where I can have a real local impact. I serve on the Interlochen Downtown Development Authority, Chamber of Commerce and Frankfort Rotary Club. I support the Green Lake & Duck Lake Association, Economic Club of Traverse City and Traverse Connect, as well as many local charities. I joined Edward Jones after working for several Fortune 500 companies and navigated the move Up North from Midland, Michigan, eight years ago. We know the challenges of finding all the new things you need and can share our connections. My wife, Viola, is a retired public school teacher who now supports educators with health insurance. We enjoy the beauty of Northern Michigan and are passionate about cooking, w**e, golf, gardening and spending time with our two adult daughters and three amazing grandsons. Member SIPC
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Traditions. Rivalries. The friendships you’ve had since that first game. As the Official Wealth Management Partner of Du...
10/20/2026

Traditions. Rivalries. The friendships you’ve had since that first game. As the Official Wealth Management Partner of Duke® Basketball, we know it all matters because we’re invested in what makes you, you. Let’s work together to build a personalized financial strategy that takes it all into account.

Duke® Basketball is not a current Edward Jones client. They have been compensated for this endorsement. See details at edwardJones.com/sports?utm_term=934854&utm_source=facebook&utm_medium=social_media&utm_content=3335810&c3nid=934854_facebook_3335810&c3ch=BranchSocialMedia&EID=MDAwMDAwMTczODc4NA%3D%3D.

Many people assume financial confidence comes with age. In my experience, it's not quite that simple.New research from E...
10/19/2026

Many people assume financial confidence comes with age. In my experience, it's not quite that simple.

New research from Edward Jones and Gallup shows that people across generations share concerns about their financial future. Younger adults are often working to build wealth, while older adults are focused on making their savings last. But both are looking for greater peace of mind about what's ahead.

That's one reason I enjoy helping clients create personalized strategies that align with their goals and priorities, both today and as their needs evolve over time.

Read more from Gallup: https://bit.ly/3WiT3Qm



Source: Gallup & Edward Jones, "Money and Meaning: Understanding Financial Fulfillment," 2026.

Older adults are much more confident than younger adults in managing their current finances. Confidence in managing future finances, however, differs less by age.

Market leadership has shifted in October, with investors rotating from technology and AI-focused stocks toward value-ori...
10/19/2026

Market leadership has shifted in October, with investors rotating from technology and AI-focused stocks toward value-oriented and more defensive sectors amid concerns about rates, debt levels and growth expectations.

Mona Mahajan, Head of Investment Strategy, shares her perspective on what's driving the recent market rotation, why the broader fundamental backdrop remains constructive, and what it could mean for investors in the latest Weekly Market Wrap: https://bit.ly/47oHs4K

Practice. Teamwork. Trust. A lot of preparation goes into game day. The same is true for building your financial game pl...
10/17/2026

Practice. Teamwork. Trust. A lot of preparation goes into game day. The same is true for building your financial game plan. As the Official Wealth Management Partner of Duke® Basketball, Edward Jones financial advisors are ready to help you plan ahead for the moments that matter.

We’re proud to support Duke® Basketball and proud to help you create a financial game plan designed around your goals. Contact our office to get started today.

Duke® Basketball is not a current Edward Jones client. They have been compensated for this endorsement. See details at edwardJones.com/sports?utm_term=934854&utm_source=facebook&utm_medium=social_media&utm_content=3335809&c3nid=934854_facebook_3335809&c3ch=BranchSocialMedia&EID=MDAwMDAwMTczODc4NA%3D%3D.

10/16/2026

With financial fraud on the rise, staying vigilant is more important than ever. Edward Jones continues to work behind the scenes to help safeguard client information—and now, through our relationship with Carefull, we’re offering an additional layer of support.

Carefull helps monitor accounts, track unusual activity, and alert you to potential issues early, making it easier for you and your family to feel more confident in your financial security. And it’s available at no cost to Edward Jones clients in the United States.

If you’d like to learn more, feel free to reach out.

Financial fraud is becoming more sophisticated, but knowledge remains a strong defense. Learn to recognize common scam t...
10/15/2026

Financial fraud is becoming more sophisticated, but knowledge remains a strong defense. Learn to recognize common scam tactics and warning signs, and take steps to help protect yourself, your loved ones and the wealth you've worked hard to build. Watch this webinar live on Oct. 21 at 3 p.m. CT or on demand after.

Learn more: https://bit.ly/4joHEbq

With the 2026 midterm elections approaching, investors are once again asking what politics may mean for markets and whet...
10/14/2026

With the 2026 midterm elections approaching, investors are once again asking what politics may mean for markets and whether the elections have the potential to disrupt this year's positive momentum. Here's what history says – and what's different this time:

With the 2026 midterm elections approaching, investors are once again asking what politics may mean for markets and whether the elections have the potential to disrupt this year's positive momentum. History suggests that elections often create short-term uncertainty, but they have rarely been the pr...

Higher interest rates have created new challenges for investors, but they may also be creating new opportunities. As bon...
10/13/2026

Higher interest rates have created new challenges for investors, but they may also be creating new opportunities. As bond yields reach levels not seen in decades, it may be time to take a fresh look at the role bonds can play in generating income, managing risk and supporting long-term goals.

Learn more in our October Monthly Portfolio Brief: https://bit.ly/4zwgEvk

10/13/2026

Many of the conversations I'm having with clients right now start in the same way – with the news. Clients see market-driven headlines and ask: "How does this affect me and my life?"

In a recent Bloomberg interview, our Managing Partner Penny Pennington discusses how financial planning can help investors look beyond today's market noise and stay focused on their goals.

Watch the full conversation: https://bit.ly/3UkoRUt

If the headlines have you wondering how all of this affects your financial strategy, let's talk.

This week marks the fourth anniversary of the current bull market. But what makes this bull market different from previo...
10/12/2026

This week marks the fourth anniversary of the current bull market. But what makes this bull market different from previous ones, and does it still have room to run?

Angelo Kourkafas, Senior Global Investment Strategist, shares his perspective on what's helping sustain this bull market and what investors should watch next in the latest Weekly Market Wrap: https://bit.ly/4es9fVA

Address

9672 US-31/Suite 400
Interlochen, MI
49643

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 4pm

Telephone

+12312761355

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