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Mr. Colin E. Nass, CFP®, AEP®, RICP®

Director, Financial Planning

Colin Nass

Colin Nass is Director of Financial Planning with over 25 years of experience. He brings a broad range of financial planning and investment experience to MMBB.

Prior to joining MMBB, he worked for Lenox Advisors providing financial planning to the firm’s high net worth clients. Colin has also worked for Deutsche Bank AG as a Director of Financial Sales and with Merrill Lynch in New York and Hong Kong. While working for Merrill Lynch, he was FINRA registered, passing the Series 3, 7, 8, and 63 exams. He has also passed the New York State Life and Health Insurance exam.

Colin earned his B.S. in Optics from the University of Rochester and Master of International Management degree from Baylor University in Texas. He earned his CFP® in 2005 and later earned the Retirement Income Certified Professional® and the Accredited Estate Planner® designations.

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