Brian Collard,
CFP®, CRPS™
Financial Advisor
Brian began his investment industry career in 2005. He helps individuals, retirees and businesses with their wealth management needs. Taking a long-term investment approach, he assists clients in developing and implementing customized strategies designed for building wealth and pursuing their goals.
As part of continuing education, Brian earned the Chartered Retirement Plans Specialist® designation and Certified Financial Planner® certification from the Certified Financial Planner Board of Standards, Inc. The CFP® certification identifies those individuals who have met the experience requirements of the CFP Board, have successfully completed financial planning coursework and have passed the CFP® Certification Examination. Brian holds Series 7and 66 securities licenses.
Brian’s favorite part of his work is providing objective and timely financial guidance and seeing it play out over many years of relationships with clients. Away from the office, he enjoys skiing, fishing and sailing.
*Awarded at previous firm.
The 2026 Forbes ranking of America’s Best-In-State Wealth Management Teams, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 3/31/2024 to 3/31/2025 and was released on 01/07/2026. Advisor teams that are considered must have one advisor with a minimum of seven years of experience, have been in existence as a team for at least one year, have at least 5 team members, and have been nominated by their firm. The algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 12,787 team nominations, 6,149 advisor teams received the award based on thresholds. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Compensation provided for using the rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please see https://www.forbes.com/lists/wealth-management-teams-best-in-state for more info.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
