Tory Collins

I joined Harbor Lights Private Wealth in April 2023, bringing over 22 years of experience in the financial services industry to my role as Client Services Coordinator. My career began at Merrill Lynch as a Wealth Management Associate, where I developed a deep understanding of client needs and investment services that continues to guide my work today.

My primary responsibilities include providing assistance to clients in person, via email, or over the telephone, scheduling meetings and conferences between clients and our team, and compiling and maintaining detailed records on client accounts. What drives me most in this role is building and maintaining close relationships with clients, making sure they feel supported and valued throughout their experience with our firm.

I earned my Bachelor's degree from Mount Saint Mary's College and hold FINRA Series 7 and 66 registrations through LPL Financial, which reflect my commitment to professionalism and industry best practices. My role involves supporting both clients and advisors to create a seamless experience across all aspects of account servicing and communication, and I take pride in contributing to operational excellence for our team.

When I'm not working with clients, I enjoy camping and walking my dog.