Hands-on financial

management from a savvy team

 

Brad Powell, CFP®

Regional Marketing Director, RJIG


Brad works with our advisors and clients as a point-of-sale representative of Raymond James Insurance Group. He has more than 25 years of experience in financial services and has spent more than 20 years as a sales and marketing executive with several major life insurance companies.

He holds the professional designation of Certified Financial Planner™ and is a registered principal. His areas of expertise include estate planning, retirement planning, business succession strategies and legacy planning. Using a consultative approach, he can also assist in incorporating life insurance, disability income and long-term care insurance into the overall financial plan.

Before joining Raymond James, Brad was vice president of national accounts with a large insurance brokerage general agency in Atlanta. In this capacity, he was responsible for point-of-sale assistance with financial advisors of three major broker/dealers.

Earlier in his career, he held national sales manager positions at Prudential and Jackson National Life, where he was responsible for managing teams of wholesalers representing life insurance and annuity products in broker/dealers and other financial institutions.

Brad lives in Marietta, Georgia, with his wife, Toni, and three daughters, and is an avid vintage motorcycle collector.

 

CFP® | Certified Financial Planner |
Certified Financial Planner Board of Standards, Inc., owns the certification marks above, which it awards to individuals who successfully complete initial and ongoing certification requirements.

“If you don’t know where you are going, you’ll end up some place else.”

– Yogi Berra