Brad Powell
Brad Powell, CFP®, CEP Regional Insurance and Planning Specialist Raymond James Insurance Group

Protective planning through comprehensive service and solutions

Brad Powell is a highly experienced regional insurance planning specialist who serves the southeastern region for Raymond James Insurance Solutions. With over 30 years of experience in the financial services industry, Brad specializes in estate planning, retirement planning, business success strategies, and legacy planning concepts. Before joining Raymond James, Brad worked for more than 25 years as a sales and marketing executive with several major life insurance companies. He served as vice president of national accounts with a large insurance brokerage general agency located in Atlanta, where he was responsible for point-of-sale assistance with financial advisors of three major broker/dealers. He has also held national sales manager positions at Prudential and Jackson National Life, managing teams of wholesalers representing life insurance and annuity products in broker/dealers and other financial institutions.

Full-service support with deep industry expertise

In his current role, Brad is based in the Atlanta area and covers Georgia and surrounding states to work closely with Raymond James advisors and their clients to provide the best possible financial planning solutions. He uses a consultative approach to incorporate life insurance, disability income and long-term care insurance into clients’ overall financial plans. Brad has held a CFP® designation for over 25 years, as well as a registered principal and Certified Estate Planner. Outside of work, Brad is an avid vintage motorcycle collector and resides in Marietta, Georgia, with his wife, Toni, and their three daughters.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.