Brad Collins

Brad Collins began his financial services practice in 2017 with a clear mission: to provide clients with reliable advice and personalized guidance through every stage of life. Drawing on his background as a former collegiate athlete, Brad brings discipline, focus and a collaborative spirit to his work – qualities that resonate strongly in the relationships he builds with his clients.

Brad takes a client-first, advice-driven approach to financial planning, employing the vast resources of Raymond James to design financial strategies for his clients’ specific needs. He believes that long-term success comes from truly understanding each individual’s values, goals and challenges. By asking the right questions, listening closely and taking time to educate, Brad helps clients feel confident in their financial decisions. Whether planning for retirement, preserving family assets or growing a business, Brad offers thoughtful strategies rooted in trust and long-term perspective.

His practice focuses on serving successful families and business owners in the Charlotte community, offering holistic planning solutions that address wealth accumulation, preservation and legacy planning. Brad’s goal is to be a lifelong resource, providing clarity, structure and support as his clients’ lives evolve.

A 2013 graduate of Gardner-Webb University, Brad lives in Charlotte’s Madison Park neighborhood with his wife, Darcy, and their daughters, Stella and Nora. Outside of work, he enjoys playing softball, cooking and traveling with friends and family.