Associate Integrated Wealth Advisor
Colin Watkins serves as an Associate Integrated Wealth Advisor at Carlson Capital Management. In this role, Colin works with clients on all aspects of planning and portfolio management within the firm’s Carlson Portfolios platform. Of his many responsibilities, he places particular emphasis on maintaining on-going communication with clients to ensure an exceptional experience.
Prior to his current role, Colin was part of the ViaForte team (an affiliate of CCM) where he worked as a Policy Analyst. Previous work experience included a role at Sentry Insurance in Stevens Point, Wisconsin where he served as a Business Specialist, working in claims and as a modeling analyst. Colin holds the Certified Financial Planner™ designation granted through the Certified Financial Planner Board of Standards.
Colin graduated cum laude from Lawrence University in Appleton, Wisconsin in 2011, where he earned a bachelor’s degree in Mathematics. During his time at Lawrence, Colin was closely involved in residence life on campus, serving as a resident advisor for three years. He also spent a semester based in Budapest, Hungary studying mathematics and traveling around Europe.
Colin is originally from Northfield, and now resides in south Minneapolis with his wife, Hillary and two dogs, Lucy and Beans.
I’ve always been drawn to pursuits and opportunities that expand my horizons. This fascination has manifested as hobbies I’ve enjoyed – disc golf, beer brewing, playing music, to name a few – as well as in my desire to learn more about the world I live in and the people I meet. I live for moments of new understanding, especially when shared with others.
Working at Carlson Capital Management has given me the unique opportunity to continually broaden my horizons. Each new client I meet comes with a unique story, and unique aspirations, leading to new connections to make and new problems to solve. Most significantly however, is that in the process, I am able to help others reach their goals. This is what gets me out of bed in the morning—a fresh opportunity to grow my circle, and help others grow theirs too.
Members of the CCM Advisory Team regularly post articles of interest on financial planning which you can find here.