As a Certified Financial Planner (CFP®), Mr. Rollins takes pride in a comprehensive analytic outlook to address the integration needed for long-term financial success. He has expertise guiding clients in all financial-planning related matters, including retirement planning, tax planning, estate planning, cash management, and investment management.
Through a blend of customized information gathering, data analysis and risk assessment, Mr. Rollins works to ensure that there are no gaps in his clients’ financial plan. He understands that personal milestones and life events can present unique challenges, which require specialized financial knowledge and strategy. Mr. Rollins draws on his technical skills and client-focused approach, which allows him to address short-term goals while aligning outcomes with long-term needs. He works to ensure that his core values of respect, customer service, and thoroughness are evident in his work, and in his ongoing, confidential relationships with his clients. Mr. Rollins utilizes his extensive experience in financial services at Manhattan West where he curates a modern integration of investment and wealth management expertise with estate and tax planning.
Mr. Rollins has been a resident of Southport, CT for more than a decade, and actively supports the civic and social causes of his local community. He is a member of the Estate Planning Council of Lower Fairfield County, the Exit Planning Exchange, and the National Association of Divorce Professionals. He coaches low-income families at the Connecticut Association for Human Services and is an involved parishioner at Fairfield’s St. Pius X.
Prior to joining Manhattan West, Mr. Rollins held leadership roles—on both coasts—at A.G. Edwards & Sons, Inc. and Fidelity Investments. Mr. Rollins earned a B.S. in Political Science and Government from California State University, Northridge. He and his wife, along with their three children, enjoy all the activities the Fairfield and East Coast region has to offer, including golf, kayaking, sailing, and biking.