Brad Powell is a Regional Insurance Planning Specialist with the Raymond James Insurance Group, and has more than 25 years of experience in financial services. Brad spent more than 20 years as a sales and marketing executive with several major life insurance companies. He has been a Certified Financial Planner for more than 20 years, as well as a Registered Principal.
Prior to joining Raymond James 5 years ago, Brad was Vice President of National Accounts with a large insurance brokerage general agency located in Atlanta, GA. In this capacity, he was responsible for point of sale assistance with financial advisors of three major broker/dealers. His expertise includes estate planning, retirement planning, business success strategies and legacy planning concepts. Using a consultative approach, he can also assist in incorporating life insurance, disability income and long-term care insurance into the overall financial plan. This includes support for these solutions in Goal Planning and Monitoring.
Prior experience included 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 is based in the Cumberland/Galleria office of Atlanta covering Georgia and surrounding states, and works with Raymond James advisors and their clients as a Point of Sale representative of Raymond James Insurance Group.
Brad resides in Marietta, GA with his wife, Toni, and three daughters, and is an avid vintage motorcycle collector.
Please contact Brad at:
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.