Bill Collingbourne, CFP®, ChFC®, RICP®

Bill Collingbourne, CFP®, ChFC®, RICP®

Bill is a Financial Advisor with First Investments & Planning in the Illinois market. He works with individuals, families, and business owners to provided tailored advice and guidance along with comprehensive financial solutions to help them reach their unique goals.

Bill’s commitment to serving others was inspired by his mother and aunt, who selflessly dedicated their lives to family. Their example instilled in him a deep sense of responsibility, which he carries into his work — helping clients navigate financial decisions with care, integrity, and a focus on their long-term goals.

Credentials

With more than 12 years of experience in the financial industry, Bill has specialized in wealth advisory services since 2020. His upbringing instilled in him the importance of asking the right questions and truly listening to clients’ needs—values that continue to guide his approach today.

Bill’s status as a CERTIFIED FINANCIAL PLANNER® (CFP®) underscores his dedication to the highest standards of ethical financial planning. This prestigious credential reflects his extensive expertise and commitment to guiding clients with integrity, ensuring they achieve their long-term financial goals. Additionally, Bill is a Retirement Income Certified Professional (RICP) and Chartered Financial Consultant (ChFC) and holds Insurance, Series 7 and 66 securities licensing designations.

Bill earned his Bachelor of Arts in Communication Arts from Judson College in 1989 and a Master of Science in Physical Education from Western Illinois University in 1992.

Passions

Outside of his work, Bill enjoys spending time with his daughters, Grace and Claire. They enjoy music, movies, and dining at their favorite restaurants.

True to his commitment to serving others, Bill serves as a board member on the Beauty In Beauty Out (BIBO) foundation which grants scholarships to inner city minority women for education and entrepreneurship.

Raymond James is not affiliated with the above organizations and/or charitable causes.

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Raymond James financial advisors may only conduct business with residents of the states and/ or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC, marketed as First Investment & Planning and are not insured by any bank insurance, the FDIC or any other government agency, are not deposits or obligations of the bank, are not guaranteed by the bank, and are subject to risks, including the possible loss of principal. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. FNBO and First Investments & Planning are separately owned and operated and not independently registered as broker-dealers or investment advisers. Raymond James Corporate Private Notice may be accessed here and Legal disclosures may be accessed here.

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Investment products are:

NOT FDIC INSURED • NOT A DEPOSIT OR OTHER OBLIGATION OF THE BANK • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT GUARANTEED BY THE BANK • MAY LOSE VALUE